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

Mission 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	$695K	Sell	28,633 -37,196	-57%	-$905K	0.01%	407
2025 Q4	$1.6M	Sell	65,829 -31,288	-32%	-$763K	0.03%	246
2025 Q3	$2.37M	Sell	97,117 -114,645	-54%	-$2.79M	0.05%	199
2025 Q2	$5.16M	Buy	+211,762	New	+$5.15M	0.11%	114

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 Wealth Management's SCHO Position: Q1 2026 in Review

Mission Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 57% in Q1 2026, selling an estimated $905K and leaving 28,633 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #407.

Mission Wealth Management first reported a position in SCHO in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.16M in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Mission Wealth Management held 28,633 shares of Schwab Short-Term US Treasury ETF worth $695K as of Q1 2026.
Mission Wealth Management sold 37,196 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $905K.
Schwab Short-Term US Treasury ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #407 holding.
Mission Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Mission Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $5.16M in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.