Simplicity Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Simplicity Wealth’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	$683K	Sell	28,144 -6,775	-19%	-$165K	0.04%	378
2025 Q4	$851K	Buy	34,919 +1,960	+6%	+$47.8K	0.05%	314
2025 Q3	$804K	Buy	+32,959	New	+$802K	0.05%	342
2024 Q3	–	Sell	-179,948	Closed	-$4.33M	–	1070
2024 Q2	$4.33M	Sell	179,948 -29,322	-14%	-$703K	0.1%	205
2024 Q1	$5.04M	Buy	+209,270	New	+$5.05M	0.12%	170

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

Simplicity Wealth's SCHO Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q1 2026, selling an estimated $165K and leaving 28,144 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #378.

Simplicity Wealth first reported a position in SCHO in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.04M in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Simplicity Wealth held 28,144 shares of Schwab Short-Term US Treasury ETF worth $683K as of Q1 2026.
Simplicity Wealth sold 6,775 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $165K.
Schwab Short-Term US Treasury ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #378 holding.
Simplicity Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 5 quarters since.
Simplicity Wealth's Schwab Short-Term US Treasury ETF position peaked at $5.04M in Q1 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.