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Stance Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stance Capital’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 		$71.2K Buy
+2,934
New +$71.4K 0.03% 114
2025
Q4 		– Sell
-2,754
Closed -$67.2K – 270
2025
Q3 		$67.2K Buy
+2,754
New +$67K 0.02% 155

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stance Capital's SCHO Position: Q1 2026 in Review

Stance Capital opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 2,934 shares worth $71.2K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings. This is a return to the name: Stance Capital previously reported a position in SCHO as recently as Q3 2025.

Stance Capital first reported a position in SCHO in Q3 2025 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Stance Capital held 2,934 shares of Schwab Short-Term US Treasury ETF worth $71.2K as of Q1 2026.
  • Schwab Short-Term US Treasury ETF was a new Stance Capital position in Q1 2026.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Stance Capital's portfolio in Q1 2026, its #114 holding.
  • Stance Capital first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.