MidAtlantic Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MidAtlantic Capital 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	–	Sell	-1,984	Closed	-$48.4K	–	194
2025 Q4	$48.4K	Buy	+1,984	New	+$48.4K	0.03%	147
2025 Q1	–	Sell	-1,984	Closed	-$47.7K	–	196
2024 Q4	$47.7K	Hold	1,984	–	–	0.04%	138
2024 Q3	$48.6K	Hold	1,984	–	–	0.04%	130
2024 Q2	$47.7K	Hold	1,984	–	–	0.04%	129
2024 Q1	$47.8K	Hold	1,984	–	–	0.04%	132
2023 Q4	$48.1K	Buy	+1,984	New	+$47.6K	0.05%	125

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

MidAtlantic Capital Management's SCHO Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 1,984 shares — an estimated $48.4K sold.

MidAtlantic Capital Management first reported a position in SCHO in Q4 2023 and held it in 6 quarters. The position peaked at $48.6K in Q3 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

MidAtlantic Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 1,984 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $48.4K.
MidAtlantic Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's Schwab Short-Term US Treasury ETF position peaked at $48.6K in Q3 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.