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

Kingsview 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	$940K	Sell	38,741 -2,141	-5%	-$52.1K	0.01%	709
2025 Q4	$996K	Buy	40,882 +25	+0.1%	+$610	0.01%	641
2025 Q3	$997K	Sell	40,857 -337	-0.8%	-$8.2K	0.02%	613
2025 Q2	$1M	Sell	41,194 -682	-2%	-$16.6K	0.02%	589
2025 Q1	$1.02M	Buy	41,876 +2,493	+6%	+$60.4K	0.02%	534
2024 Q4	$948K	Sell	39,383 -2,981	-7%	-$72.2K	0.02%	565
2024 Q3	$1.04M	Sell	42,364 -3,956	-9%	-$96.2K	0.02%	519
2024 Q2	$1.11M	Sell	46,320 -5,606	-11%	-$134K	0.03%	481
2024 Q1	$1.25M	Sell	51,926 -2,302	-4%	-$55.6K	0.03%	446
2023 Q4	$1.31M	Sell	54,228 -44,240	-45%	-$1.06M	0.04%	389
2023 Q3	$2.36M	Sell	98,468 -16,024	-14%	-$384K	0.08%	243
2023 Q2	$2.75M	Sell	114,492 -41,382	-27%	-$1M	0.11%	197
2023 Q1	$3.8M	Buy	155,874 +138,662	+806%	+$3.36M	0.16%	140
2022 Q4	$415K	Buy	17,212 +3,178	+23%	+$76.6K	0.02%	563
2022 Q3	$339K	Sell	14,034 -122	-0.9%	-$2.98K	0.02%	604
2022 Q2	$348K	Buy	14,156 +1,204	+9%	+$29.7K	0.02%	617
2022 Q1	$321K	Sell	12,952 -870	-6%	-$21.8K	0.01%	682
2021 Q4	$351K	Sell	13,822 -2,150	-13%	-$54.8K	0.01%	673
2021 Q3	$409K	Sell	15,972 -2,392	-13%	-$61.3K	0.02%	607
2021 Q2	$470K	Buy	18,364 +982	+6%	+$25.2K	0.02%	572
2021 Q1	$446K	Sell	17,382 -6,532	-27%	-$168K	0.03%	532
2020 Q4	$614K	Sell	23,914 -136,670	-85%	-$3.51M	0.04%	400
2020 Q3	$4.13M	Sell	160,584 -5,348	-3%	-$138K	0.37%	68
2020 Q2	$4.28M	Buy	165,932 +16,108	+11%	+$416K	0.43%	58
2020 Q1	$3.88M	Sell	149,824 -47,920	-24%	-$1.22M	0.52%	48
2019 Q4	$4.99M	Buy	197,744 +67,584	+52%	+$1.71M	0.63%	34
2019 Q3	$3.29M	Buy	130,160 +38,992	+43%	+$986K	0.52%	55
2019 Q2	$2.31M	Buy	91,168 +7,742	+9%	+$194K	0.39%	72
2019 Q1	$2.09M	Buy	83,426 +9,550	+13%	+$238K	0.32%	87
2018 Q4	$1.84M	Buy	73,876 +12,310	+20%	+$305K	0.4%	73
2018 Q3	$1.53M	Sell	61,566 -45,900	-43%	-$1.14M	0.31%	99
2018 Q2	$2.67M	Buy	107,466 +56,078	+109%	+$1.39M	0.64%	46
2018 Q1	$1.28M	Buy	51,388 +312	+0.6%	+$7.78K	0.32%	93
2017 Q4	$1.28M	Buy	51,076 +2,432	+5%	+$61.1K	0.46%	55
2017 Q3	$1.23M	Buy	48,644 +1,184	+2%	+$29.9K	0.54%	51
2017 Q2	$1.2M	Buy	47,460 +272	+0.6%	+$6.86K	0.62%	47
2017 Q1	$1.19M	Buy	+47,188	New	+$1.19M	0.71%	38

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

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

Kingsview Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.2% in Q1 2026, selling an estimated $52.1K and leaving 38,741 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #709.

Kingsview Wealth Management first reported a position in SCHO in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.99M in Q4 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Kingsview Wealth Management held 38,741 shares of Schwab Short-Term US Treasury ETF worth $940K as of Q1 2026.
Kingsview Wealth Management sold 2,141 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $52.1K.
Schwab Short-Term US Treasury ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #709 holding.
Kingsview Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $4.99M in Q4 2019.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.