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

Stillwater 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	$962K	Buy	+39,663	New	+$965K	0.81%	32

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

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

Stillwater Private Wealth opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 39,663 shares worth $962K. The stake represents 0.81% of the portfolio and ranks #32 among its holdings.

693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Stillwater Private Wealth held 39,663 shares of Schwab Short-Term US Treasury ETF worth $962K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Stillwater Private Wealth position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.81% of Stillwater Private Wealth's portfolio in Q1 2026, its #32 holding.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.