Phil A. Younker & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Phil A. Younker & Associates’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	-402,053	Closed	-$9.8M	–	39
2025 Q4	$9.8M	Buy	402,053 +19,272	+5%	+$470K	6.83%	4
2025 Q3	$9.34M	Buy	382,781 +66,230	+21%	+$1.61M	7.15%	4
2025 Q2	$7.72M	Sell	316,551 -44,942	-12%	-$1.09M	7.61%	4
2025 Q1	$8.8M	Sell	361,493 -30,106	-8%	-$729K	8.66%	3
2024 Q4	$9.42M	Buy	+391,599	New	+$9.48M	9.42%	3

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

Phil A. Younker & Associates's SCHO Position: Q1 2026 in Review

Phil A. Younker & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 402,053 shares — an estimated $9.8M sold.

Phil A. Younker & Associates first reported a position in SCHO in Q4 2024 and held it in 5 quarters. The position peaked at $9.8M in Q4 2025. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Phil A. Younker & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Phil A. Younker & Associates sold 402,053 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $9.8M.
Phil A. Younker & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 5 quarters.
Phil A. Younker & Associates's Schwab Short-Term US Treasury ETF position peaked at $9.8M in Q4 2025.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.