South Plains Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

South Plains Financial’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	$911K	Buy	37,535 +2,099	+6%	+$51.1K	0.53%	51
2025 Q4	$863K	Hold	35,436	–	–	0.51%	56
2025 Q3	$864K	Buy	35,436 +218	+0.6%	+$5.3K	0.54%	53
2025 Q2	$858K	Hold	35,218	–	–	0.6%	49
2025 Q1	$857K	Hold	35,218	–	–	0.67%	46
2024 Q4	$847K	Buy	+35,218	New	+$853K	0.65%	49

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

South Plains Financial's SCHO Position: Q1 2026 in Review

South Plains Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.9% in Q1 2026, buying an estimated $51.1K and bringing the position to 37,535 shares worth $911K. The position accounts for 0.53% of the portfolio, ranked #51.

South Plains Financial first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

South Plains Financial held 37,535 shares of Schwab Short-Term US Treasury ETF worth $911K as of Q1 2026.
South Plains Financial bought 2,099 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $51.1K.
Schwab Short-Term US Treasury ETF made up 0.53% of South Plains Financial's portfolio in Q1 2026, its #51 holding.
South Plains Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.