SJS Investment Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SJS Investment Consulting’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	-49	Closed	-$1.2K	–	2559
2025 Q4	$1.2K	Buy	+49	New	+$1.2K	﹤0.01%	1251
2023 Q1	–	Sell	-1,212	Closed	-$29.2K	–	1621
2022 Q4	$29.2K	Sell	1,212 -1,376	-53%	-$33.2K	0.01%	195
2022 Q3	$62K	Buy	+2,588	New	+$63.3K	0.02%	146
2022 Q1	$39K	Buy	1,586 +1,180	+291%	+$29.6K	0.01%	205
2021 Q4	$10K	Buy	+406	New	+$10.4K	﹤0.01%	378

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 $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

SJS Investment Consulting's SCHO Position: Q1 2026 in Review

SJS Investment Consulting sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 49 shares — an estimated $1.2K sold.

SJS Investment Consulting first reported a position in SCHO in Q4 2021 and held it in 5 quarters. The position peaked at $62K in Q3 2022. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

SJS Investment Consulting reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
SJS Investment Consulting sold 49 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.2K.
SJS Investment Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
SJS Investment Consulting's Schwab Short-Term US Treasury ETF position peaked at $62K in Q3 2022.
695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.