Oakwell Private Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Oakwell Private Wealth Management’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	$9.39M	Buy	386,884 +15,361	+4%	+$374K	1.68%	12
2025 Q4	$9.05M	Buy	371,523 +35,241	+10%	+$859K	1.69%	12
2025 Q3	$8.21M	Buy	+336,282	New	+$8.18M	1.65%	12

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

Oakwell Private Wealth Management's SCHO Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.1% in Q1 2026, buying an estimated $374K and bringing the position to 386,884 shares worth $9.39M. The position accounts for 1.68% of the portfolio, ranked #12.

Oakwell Private Wealth Management first reported a position in SCHO in Q3 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Oakwell Private Wealth Management held 386,884 shares of Schwab Short-Term US Treasury ETF worth $9.39M as of Q1 2026.
Oakwell Private Wealth Management bought 15,361 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $374K.
Schwab Short-Term US Treasury ETF made up 1.68% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #12 holding.
Oakwell Private Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.