Sims Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sims Investment 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 Q3	$11.3M	Buy	471,683 +16,145	+4%	+$388K	3.51%	8
2026 Q2	$11M	Buy	455,538 +32,913	+8%	+$796K	3.4%	8
2026 Q1	$10.3M	Buy	422,625 +11,782	+3%	+$287K	3.77%	8
2025 Q4	$10M	Buy	410,843 +4,905	+1%	+$120K	3.54%	8
2025 Q3	$9.9M	Buy	405,938 +42,267	+12%	+$1.03M	3.58%	8
2025 Q2	$8.87M	Sell	363,671 -23,887	-6%	-$580K	3.57%	8
2025 Q1	$9.43M	Buy	387,558 +34,681	+10%	+$840K	4.22%	6
2024 Q4	$8.49M	Buy	+352,877	New	+$8.54M	4.8%	6

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's SCHO Position: Q3 2026 in Review

Sims Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.5% in Q3 2026, buying an estimated $388K and bringing the position to 471,683 shares worth $11.3M. The position accounts for 3.51% of the portfolio, ranked #8.

Sims Investment Management first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Sims Investment Management held 471,683 shares of Schwab Short-Term US Treasury ETF worth $11.3M as of Q3 2026.
Sims Investment Management bought 16,145 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $388K.
Schwab Short-Term US Treasury ETF made up 3.51% of Sims Investment Management's portfolio in Q3 2026, its #8 holding.
Sims Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.