Sherman Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sherman Asset 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	$1.21M	Buy	49,839 +9,978	+25%	+$243K	1.11%	20
2025 Q4	$971K	Buy	39,861 +2,180	+6%	+$53.2K	0.82%	24
2025 Q3	$919K	Sell	37,681 -1,140	-3%	-$27.7K	0.79%	24
2025 Q2	$946K	Buy	38,821 +464	+1%	+$11.3K	0.84%	24
2025 Q1	$934K	Buy	38,357 +3,689	+11%	+$89.3K	0.89%	21
2024 Q4	$834K	Buy	+34,668	New	+$839K	0.76%	24

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

Sherman Asset Management's SCHO Position: Q1 2026 in Review

Sherman Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q1 2026, buying an estimated $243K and bringing the position to 49,839 shares worth $1.21M. The position accounts for 1.11% of the portfolio, ranked #20.

Sherman Asset Management first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Sherman Asset Management held 49,839 shares of Schwab Short-Term US Treasury ETF worth $1.21M as of Q1 2026.
Sherman Asset Management bought 9,978 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $243K.
Schwab Short-Term US Treasury ETF made up 1.11% of Sherman Asset Management's portfolio in Q1 2026, its #20 holding.
Sherman Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.