Mission Hills Financial Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mission Hills Financial Advisory’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	$1.49M	Buy	61,315 +20,386	+50%	+$496K	0.76%	22
2025 Q4	$997K	Buy	40,929 +15,870	+63%	+$387K	0.53%	23
2025 Q3	$611K	Buy	25,059 +5,919	+31%	+$144K	0.32%	28
2025 Q2	$467K	Buy	+19,140	New	+$465K	0.29%	29

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

Mission Hills Financial Advisory's SCHO Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 50% in Q1 2026, buying an estimated $496K and bringing the position to 61,315 shares worth $1.49M. The position accounts for 0.76% of the portfolio, ranked #22.

Mission Hills Financial Advisory 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.

Mission Hills Financial Advisory held 61,315 shares of Schwab Short-Term US Treasury ETF worth $1.49M as of Q1 2026.
Mission Hills Financial Advisory bought 20,386 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $496K.
Schwab Short-Term US Treasury ETF made up 0.76% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #22 holding.
Mission Hills Financial Advisory 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 Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.