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Seneca Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Seneca Financial 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 		$707K Sell
29,141
-2,558
-8% -$62.3K 0.21% 36
2025
Q4 		$772K Sell
31,699
-9,889
-24% -$241K 0.24% 37
2025
Q3 		$1.01M Sell
41,588
-86,713
-68% -$2.11M 0.33% 35
2025
Q2 		$3.13M Sell
128,301
-83,775
-40% -$2.04M 1.21% 18
2025
Q1 		$5.16M Sell
212,076
-1,370
-0.6% -$33.2K 2.5% 13
2024
Q4 		$5.14M Buy
213,446
+9,528
+5% +$231K 2.55% 13
2024
Q3 		$4.99M Buy
203,918
+4,792
+2% +$116K 2.43% 14
2024
Q2 		$4.79M Sell
199,126
-57,916
-23% -$1.39M 2.48% 14
2024
Q1 		$6.2M Sell
257,042
-126,514
-33% -$3.06M 3.3% 10
2023
Q4 		$9.29M Buy
383,556
+46,546
+14% +$1.12M 5.39% 5
2023
Q3 		$8.07M Buy
337,010
+53,626
+19% +$1.29M 5.52% 7
2023
Q2 		$6.81M Buy
283,384
+7,672
+3% +$186K 4.52% 7
2023
Q1 		$6.73M Sell
275,712
-66,450
-19% -$1.61M 4.32% 8
2022
Q4 		$8.25M Buy
342,162
+174,294
+104% +$4.2M 5.22% 7
2022
Q3 		$4.05M Buy
167,868
+22,034
+15% +$539K 2.9% 11
2022
Q2 		$3.59M Buy
145,834
+7,914
+6% +$195K 2.41% 13
2022
Q1 		$3.42M Sell
137,920
-32,100
-19% -$806K 2.07% 14
2021
Q4 		$4.32M Buy
170,020
+62,262
+58% +$1.59M 2.56% 12
2021
Q3 		$2.76M Buy
107,758
+41,340
+62% +$1.06M 1.83% 13
2021
Q2 		$1.7M Buy
66,418
+8,092
+14% +$208K 1.11% 16
2021
Q1 		$1.5M Buy
58,326
+14,042
+32% +$361K 1.05% 17
2020
Q4 		$1.14M Buy
+44,284
New +$1.14M 0.86% 21

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

Seneca Financial Advisors's SCHO Position: Q1 2026 in Review

Seneca Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.1% in Q1 2026, selling an estimated $62.3K and leaving 29,141 shares worth $707K. The position accounts for 0.21% of the portfolio, ranked #36.

Seneca Financial Advisors first reported a position in SCHO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.29M in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Seneca Financial Advisors held 29,141 shares of Schwab Short-Term US Treasury ETF worth $707K as of Q1 2026.
  • Seneca Financial Advisors sold 2,558 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $62.3K.
  • Schwab Short-Term US Treasury ETF made up 0.21% of Seneca Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Seneca Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $9.29M in Q4 2023.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.