Nalls Sherbakoff Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$205K	Hold	8,413	–	–	0.15%	103
2025 Q3	$205K	Hold	8,413	–	–	0.14%	101
2025 Q2	$205K	Hold	8,413	–	–	0.15%	96
2025 Q1	$205K	Buy	+8,413	New	+$204K	0.17%	91
2023 Q4	$63.3K	Hold	2,614	–	–	0.06%	147
2023 Q3	$62.6K	Hold	2,614	–	–	0.06%	139
2023 Q2	$63.3K	Hold	2,614	–	–	0.06%	146
2023 Q1	$63.7K	Buy	+2,614	New	+$63.3K	0.06%	145
2018 Q4	$58K	Buy	+2,316	New	+$57.4K	0.09%	129

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Nalls Sherbakoff Group's SCHO Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2025 at 8,413 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #103.

Nalls Sherbakoff Group first reported a position in SCHO in Q4 2018 and has held it in 9 quarters since. The position peaked at $205K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Nalls Sherbakoff Group held 8,413 shares of Schwab Short-Term US Treasury ETF worth $205K as of Q4 2025.
Nalls Sherbakoff Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2025.
Schwab Short-Term US Treasury ETF made up 0.15% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #103 holding.
Nalls Sherbakoff Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab Short-Term US Treasury ETF position peaked at $205K in Q3 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.