Parkside Financial Bank & Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Parkside Financial Bank & Trust’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	$7.52K	Hold	310	–	–	﹤0.01%	1682
2025 Q4	$7.55K	Hold	310	–	–	﹤0.01%	1676
2025 Q3	$7.56K	Hold	310	–	–	﹤0.01%	1602
2025 Q2	$7.56K	Hold	310	–	–	﹤0.01%	1580
2025 Q1	$7.55K	Buy	+310	New	+$7.51K	﹤0.01%	1509
2024 Q2	–	Sell	-946	Closed	-$22.8K	–	2098
2024 Q1	$22.8K	Hold	946	–	–	﹤0.01%	987
2023 Q4	$22.9K	Hold	946	–	–	﹤0.01%	945
2023 Q3	$22.7K	Hold	946	–	–	0.01%	864
2023 Q2	$22.7K	Hold	946	–	–	0.01%	842
2023 Q1	$23.1K	Hold	946	–	–	0.01%	837
2022 Q4	$22.8K	Hold	946	–	–	0.01%	811
2022 Q3	$23K	Hold	946	–	–	0.01%	761
2022 Q2	$23K	Hold	946	–	–	0.01%	779
2022 Q1	$23K	Hold	946	–	–	0.01%	798
2021 Q4	$24K	Hold	946	–	–	0.01%	758
2021 Q3	$24K	Hold	946	–	–	0.01%	738
2021 Q2	$24K	Sell	946 -524	-36%	-$13.4K	0.01%	727
2021 Q1	$38K	Hold	1,470	–	–	0.01%	562
2020 Q4	$38K	Buy	1,470 +2	+0.1%	+$51	0.01%	540
2020 Q3	$38K	Buy	1,468 +2	+0.1%	+$52	0.01%	482
2020 Q2	$38K	Buy	1,466 +2	+0.1%	+$52	0.01%	479
2020 Q1	$38K	Sell	1,464 -298	-17%	-$7.59K	0.01%	423
2019 Q4	$44K	Buy	1,762 +2	+0.1%	+$51	0.01%	465
2019 Q3	$45K	Buy	1,760 +4	+0.2%	+$101	0.01%	430
2019 Q2	$44K	Sell	1,756 -698	-28%	-$17.5K	0.01%	428
2019 Q1	$62K	Sell	2,454 -160	-6%	-$4K	0.02%	336
2018 Q4	$65K	Buy	2,614 +4	+0.2%	+$99	0.02%	310
2018 Q3	$65K	Buy	+2,610	New	+$64.8K	0.02%	317

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Parkside Financial Bank & Trust's SCHO Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 310 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Parkside Financial Bank & Trust first reported a position in SCHO in Q3 2018 and has held it in 28 quarters since. The position peaked at $65K in Q4 2018. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Parkside Financial Bank & Trust held 310 shares of Schwab Short-Term US Treasury ETF worth $7.52K as of Q1 2026.
Parkside Financial Bank & Trust left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1682 holding.
Parkside Financial Bank & Trust first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 28 quarters since.
Parkside Financial Bank & Trust's Schwab Short-Term US Treasury ETF position peaked at $65K in Q4 2018.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.