REDW Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484K | Hold |
19,959
| – | – | 0.19% | 64 |
|
|
2025
Q4 | $486K | Sell |
19,959
-575
| -3% | -$14K | 0.19% | 63 |
|
|
2025
Q3 | $501K | Sell |
20,534
-480
| -2% | -$11.7K | 0.19% | 64 |
|
|
2025
Q2 | $512K | Buy |
21,014
+19
| +0.1% | +$462 | 0.2% | 57 |
|
|
2025
Q1 | $511K | Sell |
20,995
-315
| -1% | -$7.63K | 0.19% | 56 |
|
|
2024
Q4 | $513K | Sell |
21,310
-86
| -0.4% | -$2.08K | 0.18% | 64 |
|
|
2024
Q3 | $524K | Buy |
21,396
+6
| +0% | +$146 | 0.13% | 84 |
|
|
2024
Q2 | $515K | Sell |
21,390
-286
| -1% | -$6.86K | 0.13% | 82 |
|
|
2024
Q1 | $523K | Sell |
21,676
-668
| -3% | -$16.1K | 0.14% | 82 |
|
|
2023
Q4 | $541K | Sell |
22,344
-3,962
| -15% | -$95.1K | 0.16% | 74 |
|
|
2023
Q3 | $630K | Sell |
26,306
-134
| -0.5% | -$3.21K | 0.19% | 67 |
|
|
2023
Q2 | $635K | Buy |
26,440
+13,606
| +106% | +$330K | 0.19% | 68 |
|
|
2023
Q1 | $313K | Buy |
12,834
+306
| +2% | +$7.41K | 0.1% | 104 |
|
|
2022
Q4 | $302K | Sell |
12,528
-5,720
| -31% | -$138K | 0.1% | 101 |
|
|
2022
Q3 | $440K | Sell |
18,248
-4,184
| -19% | -$102K | 0.17% | 76 |
|
|
2022
Q2 | $552K | Sell |
22,432
-7,834
| -26% | -$193K | 0.2% | 58 |
|
|
2022
Q1 | $750K | Buy |
30,266
+1,836
| +6% | +$46.1K | 0.22% | 46 |
|
|
2021
Q4 | $723K | Buy |
28,430
+1,574
| +6% | +$40.1K | 0.21% | 48 |
|
|
2021
Q3 | $687K | Hold |
26,856
| – | – | 0.22% | 46 |
|
|
2021
Q2 | $688K | Sell |
26,856
-1,462
| -5% | -$37.5K | 0.22% | 48 |
|
|
2021
Q1 | $726K | Buy |
28,318
+74
| +0.3% | +$1.9K | 0.24% | 41 |
|
|
2020
Q4 | $726K | Buy |
28,244
+1,802
| +7% | +$46.3K | 0.27% | 34 |
|
|
2020
Q3 | $681K | Buy |
26,442
+2,132
| +9% | +$55K | 0.29% | 33 |
|
|
2020
Q2 | $628K | Buy |
24,310
+5,550
| +30% | +$143K | 0.31% | 34 |
|
|
2020
Q1 | $485K | Sell |
18,760
-1,170
| -6% | -$29.8K | 0.3% | 33 |
|
|
2019
Q4 | $503K | Sell |
19,930
-12,764
| -39% | -$322K | 0.28% | 37 |
|
|
2019
Q3 | $827K | Buy |
32,694
+14,028
| +75% | +$355K | 0.49% | 25 |
|
|
2019
Q2 | $472K | Buy |
+18,666
| New | +$469K | 0.28% | 39 |
|
|
2018
Q4 | – | Sell |
-15,282
| Closed | -$379K | – | 87 |
|
|
2018
Q3 | $379K | Sell |
15,282
-3,290
| -18% | -$81.7K | 0.25% | 45 |
|
|
2018
Q2 | $462K | Buy |
18,572
+132
| +0.7% | +$3.28K | 0.33% | 37 |
|
|
2018
Q1 | $460K | Buy |
18,440
+8,976
| +95% | +$224K | 0.34% | 35 |
|
|
2017
Q4 | $237K | Buy |
9,464
+232
| +3% | +$5.82K | 0.18% | 68 |
|
|
2017
Q3 | $233K | Sell |
9,232
-2,398
| -21% | -$60.5K | 0.19% | 68 |
|
|
2017
Q2 | $293K | Buy |
11,630
+1,178
| +11% | +$29.7K | 0.29% | 46 |
|
|
2017
Q1 | $264K | Buy |
10,452
+652
| +7% | +$16.4K | 0.27% | 55 |
|
|
2016
Q4 | $247K | Buy |
+9,800
| New | +$248K | 0.28% | 58 |
|
Other funds holding SCHO
MFT
REDW Wealth's SCHO Position: Q1 2026 in Review
REDW Wealth held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 19,959 shares worth $484K. The position accounts for 0.19% of the portfolio, ranked #64.
REDW Wealth first reported a position in SCHO in Q4 2016 and has held it in 36 quarters since. The position peaked at $827K in Q3 2019. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- REDW Wealth held 19,959 shares of Schwab Short-Term US Treasury ETF worth $484K as of Q1 2026.
- REDW Wealth left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
- Schwab Short-Term US Treasury ETF made up 0.19% of REDW Wealth's portfolio in Q1 2026, its #64 holding.
- REDW Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 36 quarters since.
- REDW Wealth's Schwab Short-Term US Treasury ETF position peaked at $827K in Q3 2019.
- 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.