Hutchinson Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hutchinson Capital Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.84M	Buy	240,649 +71,335	+42%	+$1.74M	1.07%	31
2025 Q4	$4.13M	Sell	169,314 -1,116	-0.7%	-$27.2K	0.71%	32
2025 Q3	$4.16M	Sell	170,430 -1,292	-0.8%	-$31.4K	0.72%	34
2025 Q2	$4.19M	Sell	171,722 -1,699	-1%	-$41.3K	0.76%	33
2025 Q1	$4.22M	Buy	173,421 +9,216	+6%	+$223K	0.81%	33
2024 Q4	$3.95M	Sell	164,205 -1,559	-0.9%	-$37.8K	0.75%	32
2024 Q3	$4.06M	Buy	165,764 +9,382	+6%	+$228K	0.77%	32
2024 Q2	$3.76M	Buy	156,382 +352	+0.2%	+$8.44K	0.77%	31
2024 Q1	$3.76M	Sell	156,030 -308	-0.2%	-$7.44K	0.76%	30
2023 Q4	$3.79M	Sell	156,338 -3,112	-2%	-$74.7K	0.83%	30
2023 Q3	$3.82M	Sell	159,450 -9,590	-6%	-$230K	0.9%	30
2023 Q2	$4.06M	Sell	169,040 -2,696	-2%	-$65.4K	0.95%	28
2023 Q1	$4.19M	Sell	171,736 -1,170	-0.7%	-$28.3K	1.09%	22
2022 Q4	$4.17M	Sell	172,906 -6,528	-4%	-$157K	1.08%	24
2022 Q3	$4.33M	Buy	179,434 +37,112	+26%	+$908K	1.18%	24
2022 Q2	$3.5M	Buy	142,322 +1,592	+1%	+$39.2K	0.91%	24
2022 Q1	$3.49M	Buy	140,730 +47,656	+51%	+$1.2M	0.81%	24
2021 Q4	$2.37M	Sell	93,074 -12,840	-12%	-$327K	0.53%	29
2021 Q3	$2.71M	Sell	105,914 -2,704	-2%	-$69.3K	0.66%	25
2021 Q2	$2.78M	Sell	108,618 -11,042	-9%	-$283K	0.69%	24
2021 Q1	$3.07M	Buy	119,660 +8	+0%	+$205	0.77%	25
2020 Q4	$3.07M	Sell	119,652 -3,476	-3%	-$89.4K	0.8%	27
2020 Q3	$3.17M	Sell	123,128 -9,732	-7%	-$251K	0.94%	28
2020 Q2	$3.43M	Sell	132,860 -5,566	-4%	-$144K	1.07%	28
2020 Q1	$3.58M	Sell	138,426 -5,246	-4%	-$134K	1.18%	30
2019 Q4	$3.63M	Sell	143,672 -598	-0.4%	-$15.1K	0.95%	31
2019 Q3	$3.65M	Buy	+144,270	New	+$3.65M	0.99%	33

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hutchinson Capital Management's SCHO Position: Q1 2026 in Review

Hutchinson Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 42% in Q1 2026, buying an estimated $1.74M and bringing the position to 240,649 shares worth $5.84M. The position accounts for 1.07% of the portfolio, ranked #31.

Hutchinson Capital Management first reported a position in SCHO in Q3 2019 and has held it in 27 quarters since. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Hutchinson Capital Management held 240,649 shares of Schwab Short-Term US Treasury ETF worth $5.84M as of Q1 2026.
Hutchinson Capital Management bought 71,335 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.74M.
Schwab Short-Term US Treasury ETF made up 1.07% of Hutchinson Capital Management's portfolio in Q1 2026, its #31 holding.
Hutchinson Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 27 quarters since.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.