Madden Securities’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Madden Securities’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	$865K	Buy	35,658 +77	+0.2%	+$1.87K	0.26%	69
2025 Q4	$867K	Buy	35,581 +4,049	+13%	+$98.7K	0.26%	66
2025 Q3	$769K	Sell	31,532 -352	-1%	-$8.56K	0.24%	72
2025 Q2	$777K	Buy	31,884 +2,785	+10%	+$67.7K	0.26%	67
2025 Q1	$708K	Buy	29,099 +6,623	+29%	+$160K	0.27%	73
2024 Q4	$541K	Buy	22,476 +8,192	+57%	+$198K	0.22%	80
2024 Q3	$350K	Hold	14,284	–	–	0.15%	88
2024 Q2	$344K	Buy	+14,284	New	+$343K	0.15%	85

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

Madden Securities's SCHO Position: Q1 2026 in Review

Madden Securities increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.22% in Q1 2026, buying an estimated $1.87K and bringing the position to 35,658 shares worth $865K. The position accounts for 0.26% of the portfolio, ranked #69.

Madden Securities first reported a position in SCHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $867K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Madden Securities held 35,658 shares of Schwab Short-Term US Treasury ETF worth $865K as of Q1 2026.
Madden Securities bought 77 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.87K.
Schwab Short-Term US Treasury ETF made up 0.26% of Madden Securities's portfolio in Q1 2026, its #69 holding.
Madden Securities first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Madden Securities's Schwab Short-Term US Treasury ETF position peaked at $867K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.