Signet Investment Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Signet Investment Advisory Group’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	$433K	Buy	17,831 +225	+1%	+$5.48K	0.2%	57
2025 Q4	$429K	Buy	17,606 +259	+1%	+$6.32K	0.2%	59
2025 Q3	$423K	Sell	17,347 -1,070	-6%	-$26K	0.2%	60
2025 Q2	$449K	Buy	18,417 +325	+2%	+$7.9K	0.23%	56
2025 Q1	$440K	Buy	18,092 +140	+0.8%	+$3.39K	0.22%	57
2024 Q4	$432K	Buy	17,952 +140	+0.8%	+$3.39K	0.22%	61
2024 Q3	$436K	Sell	17,812 -1,500	-8%	-$36.5K	0.22%	60
2024 Q2	$465K	Buy	19,312 +370	+2%	+$8.87K	0.25%	60
2024 Q1	$457K	Buy	18,942 +874	+5%	+$21.1K	0.25%	58
2023 Q4	$438K	Sell	18,068 -1,650	-8%	-$39.6K	0.26%	57
2023 Q3	$472K	Sell	19,718 -382	-2%	-$9.16K	0.31%	57
2023 Q2	$483K	Sell	20,100 -1,282	-6%	-$31.1K	0.32%	57
2023 Q1	$522K	Sell	21,382 -4,476	-17%	-$108K	0.36%	57
2022 Q4	$624K	Sell	25,858 -144	-0.6%	-$3.47K	0.44%	54
2022 Q3	$627K	Buy	26,002 +42	+0.2%	+$1.03K	0.49%	57
2022 Q2	$638K	Buy	25,960 +2,500	+11%	+$61.6K	0.44%	58
2022 Q1	$581K	Buy	23,460 +3,338	+17%	+$83.8K	0.35%	61
2021 Q4	$512K	Sell	20,122 -400	-2%	-$10.2K	0.29%	66
2021 Q3	$525K	Buy	20,522 +3,556	+21%	+$91.1K	0.33%	65
2021 Q2	$434K	Buy	+16,966	New	+$435K	0.28%	74
2021 Q1	–	Sell	-3,404	Closed	-$87K	–	167
2020 Q4	$87K	Buy	+3,404	New	+$87.5K	0.07%	96

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

Signet Investment Advisory Group's SCHO Position: Q1 2026 in Review

Signet Investment Advisory Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.3% in Q1 2026, buying an estimated $5.48K and bringing the position to 17,831 shares worth $433K. The position accounts for 0.2% of the portfolio, ranked #57.

Signet Investment Advisory Group first reported a position in SCHO in Q4 2020 and has held it in 21 quarters since. The position peaked at $638K in Q2 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Signet Investment Advisory Group held 17,831 shares of Schwab Short-Term US Treasury ETF worth $433K as of Q1 2026.
Signet Investment Advisory Group bought 225 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $5.48K.
Schwab Short-Term US Treasury ETF made up 0.2% of Signet Investment Advisory Group's portfolio in Q1 2026, its #57 holding.
Signet Investment Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
Signet Investment Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $638K in Q2 2022.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Signet Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.