Legacy Bridge’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Legacy Bridge’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	$112K	Hold	4,600	–	–	0.04%	175
2025 Q4	$112K	Hold	4,600	–	–	0.05%	168
2025 Q3	$112K	Hold	4,600	–	–	0.05%	165
2025 Q2	$112K	Hold	4,600	–	–	0.05%	154
2025 Q1	$112K	Hold	4,600	–	–	0.06%	154
2024 Q4	$111K	Hold	4,600	–	–	0.06%	159
2024 Q3	$113K	Hold	4,600	–	–	0.06%	159
2024 Q2	$111K	Hold	4,600	–	–	0.07%	158
2024 Q1	$111K	Hold	4,600	–	–	0.06%	166
2023 Q4	$111K	Hold	4,600	–	–	0.07%	164
2023 Q3	$110K	Hold	4,600	–	–	0.08%	163
2023 Q2	$111K	Sell	4,600 -1,000	-18%	-$24.2K	0.07%	165
2023 Q1	$137K	Sell	5,600 -1,864	-25%	-$45.1K	0.1%	153
2022 Q4	$180K	Hold	7,464	–	–	0.13%	142
2022 Q3	$180K	Hold	7,464	–	–	0.14%	136
2022 Q2	$184K	Hold	7,464	–	–	0.14%	140
2022 Q1	$185K	Hold	7,464	–	–	0.11%	148
2021 Q4	$190K	Sell	7,464 -3,216	-30%	-$82K	0.1%	151
2021 Q3	$273K	Hold	10,680	–	–	0.16%	140
2021 Q2	$274K	Hold	10,680	–	–	0.16%	140
2021 Q1	$274K	Hold	10,680	–	–	0.18%	130
2020 Q4	$274K	Hold	10,680	–	–	0.2%	120
2020 Q3	$275K	Hold	10,680	–	–	0.25%	110
2020 Q2	$276K	Hold	10,680	–	–	0.3%	104
2020 Q1	$276K	Buy	10,680 +1,600	+18%	+$40.8K	0.35%	102
2019 Q4	$229K	Buy	+9,080	New	+$229K	0.19%	129

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

Legacy Bridge's SCHO Position: Q1 2026 in Review

Legacy Bridge held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 4,600 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #175.

Legacy Bridge first reported a position in SCHO in Q4 2019 and has held it in 26 quarters since. The position peaked at $276K in Q2 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Legacy Bridge held 4,600 shares of Schwab Short-Term US Treasury ETF worth $112K as of Q1 2026.
Legacy Bridge left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.04% of Legacy Bridge's portfolio in Q1 2026, its #175 holding.
Legacy Bridge first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
Legacy Bridge's Schwab Short-Term US Treasury ETF position peaked at $276K in Q2 2020.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.