Simplex Trading
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Simplex Trading’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Simplex Trading’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 		– Sell
-1,083
Closed -$26.4K – 10019
2025
Q4 		$26.4K Buy
1,083
+1,063
+5,315% +$25.9K ﹤0.01% 6218
2025
Q3 		$0 Sell
20
-70
-78% -$1.7K ﹤0.01% 9939
2025
Q2 		$2K Buy
+90
New +$2.19K ﹤0.01% 8200
2025
Q1 		– Sell
-486
Closed -$11K – 9534
2024
Q4 		$11K Sell
486
-1,054
-68% -$25.5K ﹤0.01% 7147
2024
Q3 		$37K Buy
+1,540
New +$37.4K ﹤0.01% 6166
2024
Q1 		– Sell
-38,800
Closed -$939K – 9753
2023
Q4 		$939K Buy
+38,800
New +$932K ﹤0.01% 3062
2022
Q4 		– Sell
-3,400
Closed -$82K – 10266
2022
Q3 		$82K Buy
+3,400
New +$83.2K ﹤0.01% 5794

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

Simplex Trading's SCHO Position: Q1 2026 in Review

Simplex Trading sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 1,083 shares — an estimated $26.4K sold.

Simplex Trading first reported a position in SCHO in Q3 2022 and held it in 7 quarters. The position peaked at $939K in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Simplex Trading reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,083 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $26.4K.
  • Simplex Trading first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 7 quarters.
  • Simplex Trading's Schwab Short-Term US Treasury ETF position peaked at $939K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.