Meridian Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Meridian Wealth 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	$968K	Buy	39,897 +30,971	+347%	+$754K	0.03%	366
2025 Q4	$218K	Buy	8,926 +168	+2%	+$4.1K	0.01%	701
2025 Q3	$214K	Buy	8,758 +28	+0.3%	+$681	0.01%	664
2025 Q2	$213K	Sell	8,730 -605	-6%	-$14.7K	0.01%	634
2025 Q1	$227K	Buy	+9,335	New	+$226K	0.01%	576
2023 Q2	–	Sell	-10,492	Closed	-$256K	–	564
2023 Q1	$256K	Sell	10,492 -5,746	-35%	-$139K	0.02%	459
2022 Q4	$392K	Buy	16,238 +3,862	+31%	+$93.1K	0.04%	354
2022 Q3	$299K	Buy	+12,376	New	+$303K	0.03%	369

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

Meridian Wealth Management's SCHO Position: Q1 2026 in Review

Meridian Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 347% in Q1 2026, buying an estimated $754K and bringing the position to 39,897 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #366.

Meridian Wealth Management first reported a position in SCHO in Q3 2022 and has held it in 8 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Meridian Wealth Management held 39,897 shares of Schwab Short-Term US Treasury ETF worth $968K as of Q1 2026.
Meridian Wealth Management bought 30,971 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $754K.
Schwab Short-Term US Treasury ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #366 holding.
Meridian Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 8 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.