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

MYeCFO’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	$228K	Buy	9,413 +650	+7%	+$15.8K	0.1%	63
2025 Q4	$214K	Sell	8,763 -2,560	-23%	-$62.4K	0.09%	60
2025 Q3	$276K	Sell	11,323 -5,799	-34%	-$141K	0.13%	56
2025 Q2	$417K	Buy	+17,122	New	+$416K	0.2%	47
2024 Q2	–	Sell	-40,012	Closed	-$964K	–	56
2024 Q1	$964K	Sell	40,012 -17,188	-30%	-$415K	0.57%	27
2023 Q4	$1.39M	Sell	57,200 -18,400	-24%	-$442K	0.87%	23
2023 Q3	$1.81M	Sell	75,600 -21,000	-22%	-$503K	1.26%	16
2023 Q2	$2.32M	Sell	96,600 -42,200	-30%	-$1.02M	1.69%	14
2023 Q1	$3.39M	Buy	138,800 +400	+0.3%	+$9.69K	2.54%	11
2022 Q4	$3.34M	Buy	+138,400	New	+$3.34M	2.74%	10

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

MYeCFO's SCHO Position: Q1 2026 in Review

MYeCFO increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 9,413 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #63.

MYeCFO first reported a position in SCHO in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.39M in Q1 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

MYeCFO held 9,413 shares of Schwab Short-Term US Treasury ETF worth $228K as of Q1 2026.
MYeCFO bought 650 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $15.8K.
Schwab Short-Term US Treasury ETF made up 0.1% of MYeCFO's portfolio in Q1 2026, its #63 holding.
MYeCFO first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 10 quarters since.
MYeCFO's Schwab Short-Term US Treasury ETF position peaked at $3.39M in Q1 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.