Morling Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Morling Financial 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	$317K	Buy	13,070 +3,381	+35%	+$82.3K	0.1%	56
2025 Q4	$236K	Buy	9,689 +2,778	+40%	+$67.7K	0.07%	68
2025 Q3	$169K	Buy	6,911 +1,979	+40%	+$48.2K	0.06%	73
2025 Q2	$120K	Buy	4,932 +3,912	+384%	+$95K	0.04%	76
2025 Q1	$24.8K	Buy	+1,020	New	+$24.7K	0.01%	106
2024 Q1	–	Sell	-2,008	Closed	-$48.6K	–	108
2023 Q4	$48.6K	Hold	2,008	–	–	0.04%	66
2023 Q3	$48.1K	Hold	2,008	–	–	0.05%	62
2023 Q2	$48.3K	Hold	2,008	–	–	0.05%	63
2023 Q1	$49K	Buy	+2,008	New	+$48.6K	0.05%	67

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

Morling Financial Advisors's SCHO Position: Q1 2026 in Review

Morling Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 35% in Q1 2026, buying an estimated $82.3K and bringing the position to 13,070 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #56.

Morling Financial Advisors first reported a position in SCHO in Q1 2023 and has held it in 9 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Morling Financial Advisors held 13,070 shares of Schwab Short-Term US Treasury ETF worth $317K as of Q1 2026.
Morling Financial Advisors bought 3,381 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $82.3K.
Schwab Short-Term US Treasury ETF made up 0.1% of Morling Financial Advisors's portfolio in Q1 2026, its #56 holding.
Morling Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 9 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.