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

Sonoma Private 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	–	Sell	-12,581	Closed	-$307K	–	75
2025 Q4	$307K	Hold	12,581	–	–	0.37%	58
2025 Q3	$307K	Buy	12,581 +178	+1%	+$4.33K	0.37%	57
2025 Q2	$302K	Hold	12,403	–	–	0.37%	60
2025 Q1	$302K	Buy	12,403 +932	+8%	+$22.6K	0.42%	57
2024 Q4	$276K	Buy	11,471 +43	+0.4%	+$1.04K	0.45%	68
2024 Q3	$280K	Buy	11,428 +658	+6%	+$16K	0.44%	79
2024 Q2	$259K	Hold	10,770	–	–	0.42%	75
2024 Q1	$260K	Buy	10,770 +700	+7%	+$16.9K	0.42%	79
2023 Q4	$244K	Sell	10,070 -212	-2%	-$5.09K	0.4%	72
2023 Q3	$246K	Hold	10,282	–	–	0.45%	66
2023 Q2	$247K	Hold	10,282	–	–	0.43%	69
2023 Q1	$251K	Buy	+10,282	New	+$249K	0.5%	63

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

Sonoma Private Wealth's SCHO Position: Q1 2026 in Review

Sonoma Private Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 12,581 shares — an estimated $307K sold.

Sonoma Private Wealth first reported a position in SCHO in Q1 2023 and held it in 12 quarters. The position peaked at $307K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Sonoma Private Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Sonoma Private Wealth sold 12,581 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $307K.
Sonoma Private Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 12 quarters.
Sonoma Private Wealth's Schwab Short-Term US Treasury ETF position peaked at $307K in Q3 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.