Midwest Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Midwest Trust’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	$44.8M	Buy	1,846,314 +523,622	+40%	+$12.7M	0.56%	48
2025 Q4	$32.2M	Buy	1,322,692 +111,760	+9%	+$2.72M	0.4%	60
2025 Q3	$29.5M	Buy	1,210,932 +8,727	+0.7%	+$212K	0.38%	62
2025 Q2	$29.3M	Buy	+1,202,205	New	+$29.2M	0.41%	59

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

Midwest Trust's SCHO Position: Q1 2026 in Review

Midwest Trust increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 40% in Q1 2026, buying an estimated $12.7M and bringing the position to 1,846,314 shares worth $44.8M. The position accounts for 0.56% of the portfolio, ranked #48.

Midwest Trust first reported a position in SCHO in Q2 2025 and has held it in 4 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Midwest Trust held 1,846,314 shares of Schwab Short-Term US Treasury ETF worth $44.8M as of Q1 2026.
Midwest Trust bought 523,622 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $12.7M.
Schwab Short-Term US Treasury ETF made up 0.56% of Midwest Trust's portfolio in Q1 2026, its #48 holding.
Midwest Trust first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.