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Lowery Thomas LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lowery Thomas LLC’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 		$3.7M Buy
152,404
+15,866
+12% +$386K 2.12% 18
2025
Q4 		$3.33M Buy
136,538
+8,050
+6% +$196K 1.88% 18
2025
Q3 		$3.14M Buy
128,488
+6,256
+5% +$152K 1.81% 18
2025
Q2 		$2.98M Sell
122,232
-2,801
-2% -$68.1K 1.91% 17
2025
Q1 		$3.04M Sell
125,033
-11,010
-8% -$267K 2.08% 15
2024
Q4 		$3.27M Sell
136,043
-30,527
-18% -$739K 2.13% 16
2024
Q3 		$4.08M Sell
166,570
-78,802
-32% -$1.92M 2.77% 13
2024
Q2 		$5.9M Sell
245,372
-13,144
-5% -$315K 4.31% 8
2024
Q1 		$6.23M Sell
258,516
-21,456
-8% -$518K 4.77% 8
2023
Q4 		$6.78M Sell
279,972
-48,810
-15% -$1.17M 5.82% 5
2023
Q3 		$7.87M Sell
328,782
-46,366
-12% -$1.11M 7.53% 3
2023
Q2 		$9.01M Buy
375,148
+24,852
+7% +$603K 8.86% 2
2023
Q1 		$8.55M Buy
350,296
+82,020
+31% +$1.99M 9.42% 2
2022
Q4 		$6.47M Buy
268,276
+259,352
+2,906% +$6.25M 7.77% 2
2022
Q3 		$216K Sell
8,924
-15,130
-63% -$370K 0.25% 40
2022
Q2 		$592K Sell
24,054
-5,714
-19% -$141K 0.57% 31
2022
Q1 		$737K Sell
29,768
-3,336
-10% -$83.8K 0.57% 32
2021
Q4 		$842K Buy
+33,104
New +$844K 0.58% 34

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 $374B AUM 17.66% 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 $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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lowery Thomas LLC's SCHO Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q1 2026, buying an estimated $386K and bringing the position to 152,404 shares worth $3.7M. The position accounts for 2.12% of the portfolio, ranked #18.

Lowery Thomas LLC first reported a position in SCHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.01M in Q2 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Lowery Thomas LLC held 152,404 shares of Schwab Short-Term US Treasury ETF worth $3.7M as of Q1 2026.
  • Lowery Thomas LLC bought 15,866 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $386K.
  • Schwab Short-Term US Treasury ETF made up 2.12% of Lowery Thomas LLC's portfolio in Q1 2026, its #18 holding.
  • Lowery Thomas LLC first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Schwab Short-Term US Treasury ETF position peaked at $9.01M in Q2 2023.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.