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

Peterson Wealth 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	$11.5M	Sell	472,888 -9,062	-2%	-$221K	1.53%	15
2025 Q4	$11.7M	Buy	481,950 +57,591	+14%	+$1.4M	1.57%	15
2025 Q3	$10.3M	Buy	424,359 +41,937	+11%	+$1.02M	1.55%	15
2025 Q2	$9.32M	Sell	382,422 -3,828	-1%	-$93K	1.54%	13
2025 Q1	$9.4M	Buy	386,250 +19,187	+5%	+$465K	1.82%	11
2024 Q4	$8.86M	Buy	367,063 +25,403	+7%	+$615K	1.6%	12
2024 Q3	$8.37M	Buy	341,660 +25,874	+8%	+$629K	1.58%	12
2024 Q2	$7.6M	Buy	315,786 +3,452	+1%	+$82.8K	1.59%	11
2024 Q1	$7.53M	Buy	312,334 +34,388	+12%	+$830K	1.6%	11
2023 Q4	$6.73M	Sell	277,946 -682	-0.2%	-$16.4K	1.6%	11
2023 Q3	$6.67M	Buy	278,628 +12,234	+5%	+$293K	1.79%	11
2023 Q2	$6.37M	Buy	266,394 +244,628	+1,124%	+$5.93M	1.68%	11
2023 Q1	$531K	Buy	+21,766	New	+$527K	0.15%	42

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

Peterson Wealth Advisors's SCHO Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q1 2026, selling an estimated $221K and leaving 472,888 shares worth $11.5M. The position accounts for 1.53% of the portfolio, ranked #15.

Peterson Wealth Advisors first reported a position in SCHO in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.7M in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Peterson Wealth Advisors held 472,888 shares of Schwab Short-Term US Treasury ETF worth $11.5M as of Q1 2026.
Peterson Wealth Advisors sold 9,062 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $221K.
Schwab Short-Term US Treasury ETF made up 1.53% of Peterson Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Peterson Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Peterson Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $11.7M in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.