Inspire Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Inspire Advisors’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	$1.56M	Buy	64,279 +14,214	+28%	+$346K	0.13%	129
2025 Q4	$1.22M	Buy	50,065 +6,966	+16%	+$170K	0.11%	134
2025 Q3	$1.05M	Sell	43,099 -90,462	-68%	-$2.2M	0.1%	161
2025 Q2	$3.26M	Buy	133,561 +57,443	+75%	+$1.4M	0.34%	38
2025 Q1	$1.85M	Buy	76,118 +46,408	+156%	+$1.12M	0.21%	77
2024 Q4	$715K	Sell	29,710 -2,294	-7%	-$55.5K	0.09%	152
2024 Q3	$784K	Sell	32,004 -240	-0.7%	-$5.83K	0.1%	134
2024 Q2	$776K	Sell	32,244 -12,168	-27%	-$292K	0.1%	128
2024 Q1	$1.07M	Buy	44,412 +3,178	+8%	+$76.7K	0.15%	89
2023 Q4	$999K	Sell	41,234 -125,542	-75%	-$3.01M	0.15%	80
2023 Q3	$3.99M	Sell	166,776 -69,492	-29%	-$1.67M	0.71%	19
2023 Q2	$5.68M	Buy	236,268 +179,676	+317%	+$4.36M	1.09%	10
2023 Q1	$1.38M	Buy	56,592 +3,348	+6%	+$81.1K	0.32%	17
2022 Q4	$1.28M	Sell	53,244 -5,862	-10%	-$141K	0.32%	15
2022 Q3	$1.43M	Buy	+59,106	New	+$1.45M	0.39%	13

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

Inspire Advisors's SCHO Position: Q1 2026 in Review

Inspire Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q1 2026, buying an estimated $346K and bringing the position to 64,279 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #129.

Inspire Advisors first reported a position in SCHO in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.68M in Q2 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Inspire Advisors held 64,279 shares of Schwab Short-Term US Treasury ETF worth $1.56M as of Q1 2026.
Inspire Advisors bought 14,214 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $346K.
Schwab Short-Term US Treasury ETF made up 0.13% of Inspire Advisors's portfolio in Q1 2026, its #129 holding.
Inspire Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 15 quarters since.
Inspire Advisors's Schwab Short-Term US Treasury ETF position peaked at $5.68M in Q2 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.