Resonant Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Resonant Capital 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	$6.43M	Sell	264,865 -406,247	-61%	-$9.89M	0.34%	54
2025 Q4	$16.4M	Buy	671,112 +76,956	+13%	+$1.88M	0.9%	30
2025 Q3	$14.5M	Buy	594,156 +3,687	+0.6%	+$89.7K	0.84%	29
2025 Q2	$14.4M	Sell	590,469 -32,742	-5%	-$796K	0.92%	28
2025 Q1	$15.2M	Buy	623,211 +31,357	+5%	+$759K	1.06%	24
2024 Q4	$14.2M	Buy	591,854 +2,218	+0.4%	+$53.7K	1.04%	22
2024 Q3	$14.4M	Buy	589,636 +75,468	+15%	+$1.83M	1.06%	22
2024 Q2	$12.4M	Buy	514,168 +48,782	+10%	+$1.17M	1%	24
2024 Q1	$11.2M	Buy	465,386 +94,636	+26%	+$2.29M	0.96%	25
2023 Q4	$8.98M	Buy	370,750 +104,436	+39%	+$2.51M	0.87%	29
2023 Q3	$6.38M	Buy	+266,314	New	+$6.38M	0.68%	35

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

Resonant Capital Advisors's SCHO Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 61% in Q1 2026, selling an estimated $9.89M and leaving 264,865 shares worth $6.43M. The position accounts for 0.34% of the portfolio, ranked #54.

Resonant Capital Advisors first reported a position in SCHO in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.4M in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Resonant Capital Advisors held 264,865 shares of Schwab Short-Term US Treasury ETF worth $6.43M as of Q1 2026.
Resonant Capital Advisors sold 406,247 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $9.89M.
Schwab Short-Term US Treasury ETF made up 0.34% of Resonant Capital Advisors's portfolio in Q1 2026, its #54 holding.
Resonant Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Resonant Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $16.4M in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.