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McBroom & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

McBroom & Associates’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
-13,296
Closed -$324K – 38
2025
Q4 		$324K Sell
13,296
-12,916
-49% -$315K 0.16% 35
2025
Q3 		$640K Sell
26,212
-14,453
-36% -$352K 0.3% 32
2025
Q2 		$990K Hold
40,665
– – 0.57% 30
2025
Q1 		$990K Sell
40,665
-1,498
-4% -$36.3K 0.57% 30
2024
Q4 		$1.01M Sell
42,163
-2,553
-6% -$61.8K 0.57% 27
2024
Q3 		$1.1M Buy
44,716
+2,580
+6% +$62.7K 0.67% 23
2024
Q2 		$1.01M Sell
42,136
-1,222
-3% -$29.3K 0.64% 24
2024
Q1 		$1.05M Buy
43,358
+4,336
+11% +$105K 0.69% 24
2023
Q4 		$945K Sell
39,022
-10,844
-22% -$260K 0.69% 25
2023
Q3 		$1.19M Sell
49,866
-7,874
-14% -$189K 0.95% 26
2023
Q2 		$1.39M Sell
57,740
-8,096
-12% -$196K 1.09% 24
2023
Q1 		$1.61M Sell
65,836
-20,234
-24% -$490K 1.44% 22
2022
Q4 		$2.08M Sell
86,070
-32,458
-27% -$783K 2.25% 19
2022
Q3 		$2.86M Sell
118,528
-39,654
-25% -$970K 3.23% 18
2022
Q2 		$3.89M Sell
158,182
-26,980
-15% -$665K 4.23% 13
2022
Q1 		$4.59M Sell
185,162
-10,132
-5% -$254K 4.06% 16
2021
Q4 		$4.96M Buy
+195,294
New +$4.98M 3.74% 17

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

McBroom & Associates's SCHO Position: Q1 2026 in Review

McBroom & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 13,296 shares — an estimated $324K sold.

McBroom & Associates first reported a position in SCHO in Q4 2021 and held it in 17 quarters. The position peaked at $4.96M in Q4 2021. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • McBroom & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • McBroom & Associates sold 13,296 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $324K.
  • McBroom & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 17 quarters.
  • McBroom & Associates's Schwab Short-Term US Treasury ETF position peaked at $4.96M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on McBroom & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.