Signet Financial Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Signet Financial 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	$774K	Buy	31,910 +19,949	+167%	+$486K	0.09%	177
2025 Q4	$291K	Buy	11,961 +1,191	+11%	+$29K	0.03%	249
2025 Q3	$263K	Buy	+10,770	New	+$262K	0.03%	258
2023 Q4	–	Sell	-8,360	Closed	-$200K	–	273
2023 Q3	$200K	Sell	8,360 -4,114	-33%	-$98.6K	0.03%	254
2023 Q2	$300K	Buy	12,474 +44	+0.4%	+$1.07K	0.05%	230
2023 Q1	$303K	Buy	12,430 +22	+0.2%	+$533	0.05%	228
2022 Q4	$299K	Buy	12,408 +36	+0.3%	+$868	0.05%	218
2022 Q3	$299K	Buy	12,372 +16	+0.1%	+$391	0.06%	206
2022 Q2	$304K	Buy	12,356 +8	+0.1%	+$197	0.06%	209
2022 Q1	$306K	Buy	12,348 +2	+0%	+$50	0.05%	212
2021 Q4	$314K	Buy	12,346 +6	+0%	+$153	0.05%	212
2021 Q3	$316K	Buy	+12,340	New	+$316K	0.05%	213
2021 Q2	–	Sell	-10,392	Closed	-$267K	–	213
2021 Q1	$267K	Sell	10,392 -3,164	-23%	-$81.2K	0.05%	201
2020 Q4	$348K	Sell	13,556 -1,642	-11%	-$42.2K	0.07%	187
2020 Q3	$391K	Sell	15,198 -1,970	-11%	-$50.8K	0.09%	178
2020 Q2	$443K	Sell	17,168 -782	-4%	-$20.2K	0.1%	160
2020 Q1	$464K	Sell	17,950 -4,338	-19%	-$110K	0.11%	159
2019 Q4	$563K	Buy	22,288 +14	+0.1%	+$354	0.11%	173
2019 Q3	$562K	Sell	22,274 -14,344	-39%	-$363K	0.11%	168
2019 Q2	$924K	Buy	36,618 +21,724	+146%	+$546K	0.18%	132
2019 Q1	$372K	Buy	14,894 +2,186	+17%	+$54.6K	0.07%	183
2018 Q4	$317K	Buy	+12,708	New	+$315K	0.07%	188

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Signet Financial Management's SCHO Position: Q1 2026 in Review

Signet Financial Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 167% in Q1 2026, buying an estimated $486K and bringing the position to 31,910 shares worth $774K. The position accounts for 0.09% of the portfolio, ranked #177.

Signet Financial Management first reported a position in SCHO in Q4 2018 and has held it in 22 quarters since. The position peaked at $924K in Q2 2019. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Signet Financial Management held 31,910 shares of Schwab Short-Term US Treasury ETF worth $774K as of Q1 2026.
Signet Financial Management bought 19,949 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $486K.
Schwab Short-Term US Treasury ETF made up 0.09% of Signet Financial Management's portfolio in Q1 2026, its #177 holding.
Signet Financial Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 22 quarters since.
Signet Financial Management's Schwab Short-Term US Treasury ETF position peaked at $924K in Q2 2019.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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