Joule Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Joule Financial’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	-19,750	Closed	-$481K	–	116
2025 Q4	$481K	Sell	19,750 -5,366	-21%	-$131K	0.14%	63
2025 Q3	$613K	Buy	25,116 +8,254	+49%	+$201K	0.18%	54
2025 Q2	$411K	Hold	16,862	–	–	0.13%	70
2025 Q1	$410K	Buy	16,862 +3,167	+23%	+$76.7K	0.14%	70
2024 Q4	$330K	Buy	+13,695	New	+$332K	0.12%	78
2023 Q2	–	Sell	-15,500	Closed	-$378K	–	108
2023 Q1	$378K	Hold	15,500	–	–	0.2%	58
2022 Q4	$374K	Hold	15,500	–	–	0.25%	55
2022 Q3	$374K	Buy	+15,500	New	+$379K	0.28%	55

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

Joule Financial's SCHO Position: Q1 2026 in Review

Joule Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 19,750 shares — an estimated $481K sold.

Joule Financial first reported a position in SCHO in Q3 2022 and held it in 8 quarters. The position peaked at $613K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Joule Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Joule Financial sold 19,750 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $481K.
Joule Financial first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 8 quarters.
Joule Financial's Schwab Short-Term US Treasury ETF position peaked at $613K in Q3 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Joule Financial's 13F filing for Q1 2026, filed 14 Apr 2026.