&Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

&Partners’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	$542K	Buy	22,606 +11,601	+105%	+$282K	﹤0.01%	1650
2025 Q4	$267K	Sell	11,005 -4,394	-29%	-$107K	﹤0.01%	1978
2025 Q3	$376K	Buy	15,399 +5,272	+52%	+$128K	﹤0.01%	1629
2025 Q2	$247K	Sell	10,127 -4,342	-30%	-$105K	﹤0.01%	1724
2025 Q1	$352K	Sell	14,469 -1,888	-12%	-$45.7K	﹤0.01%	1325
2024 Q4	$395K	Sell	16,357 -6,907	-30%	-$167K	﹤0.01%	1185
2024 Q3	$570K	Sell	23,264 -57,182	-71%	-$1.39M	0.01%	803
2024 Q2	$1.94M	Buy	+80,446	New	+$1.93M	0.08%	215

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

&Partners's SCHO Position: Q1 2026 in Review

&Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 105% in Q1 2026, buying an estimated $282K and bringing the position to 22,606 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

&Partners first reported a position in SCHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q2 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

&Partners held 22,606 shares of Schwab Short-Term US Treasury ETF worth $542K as of Q1 2026.
&Partners bought 11,601 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $282K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1650 holding.
&Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Schwab Short-Term US Treasury ETF position peaked at $1.94M in Q2 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.