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Rockbridge Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Rockbridge Investment Management’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
-11,365
Closed -$277K – 139
2025
Q4 		$277K Hold
11,365
– – 0.03% 119
2025
Q3 		$277K Hold
11,365
– – 0.03% 117
2025
Q2 		$277K Hold
11,365
– – 0.03% 119
2025
Q1 		$277K Sell
11,365
-1,995
-15% -$48.3K 0.03% 111
2024
Q4 		$321K Sell
13,360
-10,690
-44% -$259K 0.04% 103
2024
Q3 		$589K Hold
24,050
– – 0.08% 75
2024
Q2 		$579K Buy
24,050
+584
+2% +$14K 0.08% 70
2024
Q1 		$566K Buy
23,466
+140
+0.6% +$3.38K 0.08% 70
2023
Q4 		$565K Buy
23,326
+2,000
+9% +$48K 0.09% 70
2023
Q3 		$511K Buy
21,326
+124
+0.6% +$2.97K 0.09% 70
2023
Q2 		$509K Buy
21,202
+44
+0.2% +$1.07K 0.09% 69
2023
Q1 		$516K Sell
21,158
-1,482
-7% -$35.9K 0.1% 68
2022
Q4 		$546K Sell
22,640
-174
-0.8% -$4.2K 0.11% 64
2022
Q3 		$551K Sell
22,814
-1,408
-6% -$34.4K 0.13% 61
2022
Q2 		$596K Sell
24,222
-45,486
-65% -$1.12M 0.13% 58
2022
Q1 		$1.72M Sell
69,708
-702
-1% -$17.6K 0.26% 49
2021
Q4 		$1.79M Buy
70,410
+20,056
+40% +$511K 0.26% 50
2021
Q3 		$1.29M Sell
50,354
-284
-0.6% -$7.28K 0.21% 56
2021
Q2 		$1.3M Buy
50,638
+3,682
+8% +$94.4K 0.22% 57
2021
Q1 		$1.21M Buy
46,956
+10,220
+28% +$262K 0.23% 54
2020
Q4 		$944K Sell
36,736
-22,512
-38% -$579K 0.19% 59
2020
Q3 		$1.53M Sell
59,248
-3,094
-5% -$79.8K 0.36% 42
2020
Q2 		$1.61M Buy
+62,342
New +$1.61M 0.42% 38

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockbridge Investment Management's SCHO Position: Q1 2026 in Review

Rockbridge Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 11,365 shares — an estimated $277K sold.

Rockbridge Investment Management first reported a position in SCHO in Q2 2020 and held it in 23 quarters. The position peaked at $1.79M in Q4 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Rockbridge Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Rockbridge Investment Management sold 11,365 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $277K.
  • Rockbridge Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 23 quarters.
  • Rockbridge Investment Management's Schwab Short-Term US Treasury ETF position peaked at $1.79M in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.