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

Optima Capital’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 		– Sell
-172
Closed -$4.19K – 1076
2025
Q4 		$4.19K Buy
+172
New +$4.19K ﹤0.01% 642

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optima Capital's SCHO Position: Q1 2026 in Review

Optima Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 172 shares — an estimated $4.19K sold.

Optima Capital first reported a position in SCHO in Q4 2025 and held it in 1 quarter. The position peaked at $4.19K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Optima Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 172 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $4.19K.
  • Optima Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Schwab Short-Term US Treasury ETF position peaked at $4.19K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.