Jim Simons
SCHO icon

Jim Simons’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Jim Simons’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 		– Sell
-39,823
Closed -$970K – 3636
2025
Q4 		$970K Sell
39,823
-1,781,261
-98% -$43.4M ﹤0.01% 2298
2025
Q3 		$44.4M Sell
1,821,084
-611,245
-25% -$14.9M 0.06% 391
2025
Q2 		$59.3M Sell
2,432,329
-1,946,347
-44% -$47.3M 0.08% 282
2025
Q1 		$107M Buy
4,378,676
+1,448,918
+49% +$35.1M 0.16% 138
2024
Q4 		$70.5M Buy
2,929,758
+266,904
+10% +$6.46M 0.1% 227
2024
Q3 		$65.2M Buy
2,662,854
+606,854
+30% +$14.8M 0.1% 244
2024
Q2 		$49.5M Buy
2,056,000
+328,930
+19% +$7.89M 0.08% 295
2024
Q1 		$41.6M Buy
1,727,070
+734,670
+74% +$17.7M 0.07% 356
2023
Q4 		$24M Buy
992,400
+611,762
+161% +$14.7M 0.04% 548
2023
Q3 		$9.11M Buy
+380,638
New +$9.12M 0.02% 977
2023
Q1 		– Sell
-191,200
Closed -$4.61M – 4333
2022
Q4 		$4.61M Buy
+191,200
New +$4.61M 0.01% 1564
2022
Q1 		– Sell
-141,200
Closed -$3.59M – 4414
2021
Q4 		$3.59M Buy
141,200
+55,462
+65% +$1.41M ﹤0.01% 1740
2021
Q3 		$2.19M Sell
85,738
-713,278
-89% -$18.3M ﹤0.01% 2018
2021
Q2 		$20.5M Buy
799,016
+230,216
+40% +$5.9M 0.03% 751
2021
Q1 		$14.6M Sell
568,800
-251,800
-31% -$6.47M 0.02% 962
2020
Q4 		$21.1M Buy
820,600
+241,400
+42% +$6.21M 0.02% 729
2020
Q3 		$14.9M Buy
579,200
+135,426
+31% +$3.49M 0.01% 900
2020
Q2 		$11.5M Buy
443,774
+150,574
+51% +$3.89M 0.01% 1140
2020
Q1 		$7.58M Sell
293,200
-225,092
-43% -$5.73M 0.01% 1331
2019
Q4 		$13.1M Buy
518,292
+347,356
+203% +$8.78M 0.01% 1274
2019
Q3 		$4.32M Sell
170,936
-225,064
-57% -$5.69M ﹤0.01% 1876
2019
Q2 		$10M Buy
396,000
+8,400
+2% +$211K 0.01% 1415
2019
Q1 		$9.73M Buy
+387,600
New +$9.68M 0.01% 1398

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's SCHO Position: Q1 2026 in Review

Jim Simons sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 39,823 shares — an estimated $970K sold.

Jim Simons first reported a position in SCHO in Q1 2019 and held it in 23 quarters. The position peaked at $107M in Q1 2025. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Jim Simons reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 39,823 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $970K.
  • Jim Simons first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 23 quarters.
  • Jim Simons's Schwab Short-Term US Treasury ETF position peaked at $107M in Q1 2025.
  • 695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.