Moneta Group Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Moneta Group Investment Advisors’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	$251K	Buy	10,335 +342	+3%	+$8.32K	﹤0.01%	688
2025 Q4	$244K	Sell	9,993 -532	-5%	-$13K	﹤0.01%	698
2025 Q3	$257K	Sell	10,525 -1,511	-13%	-$36.8K	﹤0.01%	662
2025 Q2	$293K	Sell	12,036 -1,028	-8%	-$25K	﹤0.01%	568
2025 Q1	$318K	Buy	13,064 +214	+2%	+$5.18K	﹤0.01%	512
2024 Q4	$309K	Sell	12,850 -28,656	-69%	-$694K	﹤0.01%	523
2024 Q3	$508K	Buy	41,506 +24,150	+139%	+$587K	0.01%	401
2024 Q2	$418K	Sell	17,356 -1,946	-10%	-$46.7K	0.01%	421
2024 Q1	$465K	Buy	19,302 +1,254	+7%	+$30.3K	0.01%	392
2023 Q4	$437K	Sell	18,048 -3,870	-18%	-$92.9K	0.01%	363
2023 Q3	$525K	Buy	21,918 +1,934	+10%	+$46.4K	0.01%	310
2023 Q2	$480K	Buy	19,984 +8,718	+77%	+$211K	0.01%	330
2023 Q1	$275K	Buy	+11,266	New	+$273K	0.01%	435
2022 Q1	–	Sell	-41,416	Closed	-$1.05M	–	487
2021 Q4	$1.05M	Buy	+41,416	New	+$1.06M	0.04%	197

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

Moneta Group Investment Advisors's SCHO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.4% in Q1 2026, buying an estimated $8.32K and bringing the position to 10,335 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Moneta Group Investment Advisors first reported a position in SCHO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Moneta Group Investment Advisors held 10,335 shares of Schwab Short-Term US Treasury ETF worth $251K as of Q1 2026.
Moneta Group Investment Advisors bought 342 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $8.32K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #688 holding.
Moneta Group Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 14 quarters since.
Moneta Group Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.05M in Q4 2021.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.