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

NewEdge 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	$3.52M	Buy	145,087 +16,199	+13%	+$394K	0.01%	834
2025 Q4	$3.14M	Buy	128,888 +27,567	+27%	+$672K	0.01%	850
2025 Q3	$2.47M	Buy	101,321 +3,184	+3%	+$77.5K	0.01%	912
2025 Q2	$2.39M	Sell	98,137 -24,723	-20%	-$601K	0.01%	852
2025 Q1	$2.99M	Buy	122,860 +64,066	+109%	+$1.55M	0.02%	688
2024 Q4	$1.41M	Sell	58,794 -69,250	-54%	-$1.68M	0.01%	990
2024 Q3	$3.14M	Sell	128,044 -6,364	-5%	-$155K	0.02%	621
2024 Q2	$3.23M	Buy	134,408 +88,758	+194%	+$2.13M	0.02%	579
2024 Q1	$1.1M	Sell	45,650 -2,170	-5%	-$52.4K	0.01%	961
2023 Q4	$1.16M	Buy	47,820 +11,482	+32%	+$276K	0.01%	871
2023 Q3	$870K	Buy	36,338 +19,516	+116%	+$468K	0.01%	923
2023 Q2	$404K	Buy	16,822 +186	+1%	+$4.51K	﹤0.01%	1295
2023 Q1	$407K	Sell	16,636 -1,312	-7%	-$31.8K	0.01%	1204
2022 Q4	$409K	Buy	17,948 +3,654	+26%	+$88.1K	0.01%	867
2022 Q3	$345K	Sell	14,294 -592	-4%	-$14.5K	0.01%	1130
2022 Q2	$366K	Buy	+14,886	New	+$367K	0.01%	1129
2022 Q1	–	Sell	-20,034	Closed	-$510K	–	1551
2021 Q4	$510K	Buy	+20,034	New	+$511K	0.01%	1065

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

NewEdge Advisors's SCHO Position: Q1 2026 in Review

NewEdge Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q1 2026, buying an estimated $394K and bringing the position to 145,087 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #834.

NewEdge Advisors first reported a position in SCHO in Q4 2021 and has held it in 17 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

NewEdge Advisors held 145,087 shares of Schwab Short-Term US Treasury ETF worth $3.52M as of Q1 2026.
NewEdge Advisors bought 16,199 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $394K.
Schwab Short-Term US Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #834 holding.
NewEdge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 17 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.