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

Rede Wealth’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	$1.16M	Buy	47,637 +9,681	+26%	+$236K	0.42%	26
2025 Q4	$925K	Buy	+37,956	New	+$925K	0.32%	35
2025 Q3	–	Sell	-102,393	Closed	-$2.5M	–	168
2025 Q2	$2.5M	Buy	102,393 +4,162	+4%	+$101K	0.9%	13
2025 Q1	$2.39M	Sell	98,231 -6,173	-6%	-$149K	0.84%	13
2024 Q4	$2.51M	Sell	104,404 -4,350	-4%	-$105K	0.96%	11
2024 Q3	$2.66M	Buy	108,754 +7,118	+7%	+$173K	1.02%	11
2024 Q2	$2.45M	Buy	101,636 +35,300	+53%	+$847K	2.25%	10
2024 Q1	$1.6M	Buy	66,336 +13,910	+27%	+$336K	0.67%	18
2023 Q4	$1.27M	Buy	+52,426	New	+$1.26M	0.6%	22

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

Rede Wealth's SCHO Position: Q1 2026 in Review

Rede Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 26% in Q1 2026, buying an estimated $236K and bringing the position to 47,637 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #26.

Rede Wealth first reported a position in SCHO in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.66M in Q3 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Rede Wealth held 47,637 shares of Schwab Short-Term US Treasury ETF worth $1.16M as of Q1 2026.
Rede Wealth bought 9,681 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $236K.
Schwab Short-Term US Treasury ETF made up 0.42% of Rede Wealth's portfolio in Q1 2026, its #26 holding.
Rede Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Rede Wealth's Schwab Short-Term US Treasury ETF position peaked at $2.66M in Q3 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.