McLean Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

McLean Asset 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	$3M	Buy	123,493 +636	+0.5%	+$15.5K	0.52%	29
2025 Q4	$3M	Sell	122,857 -2,014	-2%	-$49.1K	0.54%	31
2025 Q3	$3.04M	Buy	124,871 +32,590	+35%	+$793K	0.63%	25
2025 Q2	$2.24M	Sell	92,281 -3,733	-4%	-$90.7K	0.59%	29
2025 Q1	$2.34M	Sell	96,014 -3,486	-4%	-$84.4K	0.77%	24
2024 Q4	$2.39M	Buy	99,500 +5,978	+6%	+$145K	0.72%	27
2024 Q3	$2.27M	Buy	93,522 +28,906	+45%	+$703K	0.69%	25
2024 Q2	$1.55M	Sell	64,616 -8,580	-12%	-$206K	0.5%	32
2024 Q1	$1.76M	Sell	73,196 -334	-0.5%	-$8.06K	0.6%	26
2023 Q4	$1.78M	Sell	73,530 -78,366	-52%	-$1.88M	0.67%	24
2023 Q3	$3.64M	Sell	151,896 -764	-0.5%	-$18.3K	1.49%	16
2023 Q2	$3.67M	Sell	152,660 -8,192	-5%	-$199K	1.44%	17
2023 Q1	$3.92M	Sell	160,852 -73,710	-31%	-$1.78M	1.61%	15
2022 Q4	$5.66M	Buy	+234,562	New	+$5.66M	1.93%	13

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

McLean Asset Management's SCHO Position: Q1 2026 in Review

McLean Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.52% in Q1 2026, buying an estimated $15.5K and bringing the position to 123,493 shares worth $3M. The position accounts for 0.52% of the portfolio, ranked #29.

McLean Asset Management first reported a position in SCHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.66M in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

McLean Asset Management held 123,493 shares of Schwab Short-Term US Treasury ETF worth $3M as of Q1 2026.
McLean Asset Management bought 636 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $15.5K.
Schwab Short-Term US Treasury ETF made up 0.52% of McLean Asset Management's portfolio in Q1 2026, its #29 holding.
McLean Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
McLean Asset Management's Schwab Short-Term US Treasury ETF position peaked at $5.66M in Q4 2022.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.