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

Robinson Smith 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	$288K	Sell	11,863 -5,231	-31%	-$127K	0.19%	68
2025 Q4	$417K	Sell	17,094 -7,897	-32%	-$193K	0.28%	55
2025 Q3	$610K	Sell	24,991 -110,581	-82%	-$2.69M	0.44%	42
2025 Q2	$3.31M	Sell	135,572 -7,851	-5%	-$191K	2.64%	9
2025 Q1	$3.49M	Buy	143,423 +7,297	+5%	+$177K	2.92%	7
2024 Q4	$3.28M	Buy	136,126 +25,202	+23%	+$610K	2.78%	8
2024 Q3	$2.72M	Buy	110,924 +37,758	+52%	+$918K	2.31%	11
2024 Q2	$1.76M	Buy	73,166 +1,458	+2%	+$35K	1.55%	16
2024 Q1	$1.73M	Sell	71,708 -12,798	-15%	-$309K	1.66%	15
2023 Q4	$2.05M	Buy	+84,506	New	+$2.03M	2.01%	11

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

Robinson Smith Wealth Advisors's SCHO Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q1 2026, selling an estimated $127K and leaving 11,863 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #68.

Robinson Smith Wealth Advisors first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.49M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Robinson Smith Wealth Advisors held 11,863 shares of Schwab Short-Term US Treasury ETF worth $288K as of Q1 2026.
Robinson Smith Wealth Advisors sold 5,231 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $127K.
Schwab Short-Term US Treasury ETF made up 0.19% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Robinson Smith Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.49M in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.