Immaculate Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Immaculate Wealth 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	$358K	Buy	+14,750	New	+$359K	2.83%	14

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 $374B AUM 17.66% 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

Immaculate Wealth Management's SCHO Position: Q1 2026 in Review

Immaculate Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 14,750 shares worth $358K. The stake represents 2.83% of the portfolio and ranks #14 among its holdings.

693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Immaculate Wealth Management held 14,750 shares of Schwab Short-Term US Treasury ETF worth $358K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Immaculate Wealth Management position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 2.83% of Immaculate Wealth Management's portfolio in Q1 2026, its #14 holding.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.