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

Inspire Investing’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	$16.7M	Sell	689,358 -48,376	-7%	-$1.18M	0.98%	11
2025 Q4	$18M	Buy	737,734 +76,814	+12%	+$1.87M	1.62%	4
2025 Q3	$16.1M	Buy	660,920 +5,330	+0.8%	+$130K	1.57%	4
2025 Q2	$16M	Sell	655,590 -276,570	-30%	-$6.72M	1.74%	3
2025 Q1	$22.7M	Buy	+932,160	New	+$22.6M	2.7%	1
2023 Q1	–	Sell	-38,436	Closed	-$927K	–	796
2022 Q4	$927K	Buy	38,436 +2,580	+7%	+$62.2K	0.12%	163
2022 Q3	$865K	Buy	+35,856	New	+$877K	0.12%	138

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 Investing's SCHO Position: Q1 2026 in Review

Inspire Investing reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.6% in Q1 2026, selling an estimated $1.18M and leaving 689,358 shares worth $16.7M. The position accounts for 0.98% of the portfolio, ranked #11.

Inspire Investing first reported a position in SCHO in Q3 2022 and has held it in 7 quarters since. The position peaked at $22.7M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Inspire Investing held 689,358 shares of Schwab Short-Term US Treasury ETF worth $16.7M as of Q1 2026.
Inspire Investing sold 48,376 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.18M.
Schwab Short-Term US Treasury ETF made up 0.98% of Inspire Investing's portfolio in Q1 2026, its #11 holding.
Inspire Investing first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 7 quarters since.
Inspire Investing's Schwab Short-Term US Treasury ETF position peaked at $22.7M in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.