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Savvy Advisors Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Savvy Advisors Inc’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 		$1.52M Buy
62,784
+12,033
+24% +$293K 0.04% 329
2025
Q4 		$1.24M Sell
50,751
-3,199
-6% -$78K 0.04% 328
2025
Q3 		$1.32M Buy
53,950
+2,243
+4% +$54.6K 0.06% 223
2025
Q2 		$1.26M Sell
51,707
-3,234
-6% -$78.6K 0.08% 178
2025
Q1 		$1.34M Buy
54,941
+2,925
+6% +$70.8K 0.13% 127
2024
Q4 		$1.25M Buy
52,016
+5,740
+12% +$139K 0.15% 114
2024
Q3 		$1.13M Buy
46,276
+860
+2% +$20.9K 0.23% 86
2024
Q2 		$1.09M Buy
45,416
+3,876
+9% +$93K 0.36% 65
2024
Q1 		$1M Buy
41,540
+19,876
+92% +$480K 0.58% 40
2023
Q4 		$525K Buy
+21,664
New +$520K 0.51% 54

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

Savvy Advisors Inc's SCHO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 24% in Q1 2026, buying an estimated $293K and bringing the position to 62,784 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #329.

Savvy Advisors Inc first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Savvy Advisors Inc held 62,784 shares of Schwab Short-Term US Treasury ETF worth $1.52M as of Q1 2026.
  • Savvy Advisors Inc bought 12,033 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $293K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #329 holding.
  • Savvy Advisors Inc first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.