Smartleaf Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Smartleaf Asset 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 Q1	$44.8K	Sell	1,847 -10,738	-85%	-$261K	﹤0.01%	1516
2025 Q4	$307K	Buy	12,585 +11,562	+1,130%	+$282K	0.01%	640
2025 Q3	$25K	Buy	1,023 +718	+235%	+$17.5K	﹤0.01%	1720
2025 Q2	$7.43K	Sell	305 -6,666	-96%	-$162K	﹤0.01%	1924
2025 Q1	$170K	Buy	6,971 +5,790	+490%	+$140K	0.02%	623
2024 Q4	$28.5K	Buy	1,181 +1	+0.1%	+$24	﹤0.01%	1458
2024 Q3	$28.9K	Buy	1,180 +1,000	+556%	+$24.3K	﹤0.01%	1139
2024 Q2	$4.33K	Sell	180 -294	-62%	-$7.05K	﹤0.01%	1866
2024 Q1	$11.4K	Buy	474 +294	+163%	+$7.1K	﹤0.01%	986
2023 Q4	$4.36K	Buy	+180	New	+$4.32K	﹤0.01%	892

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

Smartleaf Asset Management's SCHO Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 85% in Q1 2026, selling an estimated $261K and leaving 1,847 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Smartleaf Asset Management first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Smartleaf Asset Management held 1,847 shares of Schwab Short-Term US Treasury ETF worth $44.8K as of Q1 2026.
Smartleaf Asset Management sold 10,738 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $261K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1516 holding.
Smartleaf Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Schwab Short-Term US Treasury ETF position peaked at $307K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.