Strategic Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Wealth Partners’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	$60.5K	Sell	2,493 -1,750	-41%	-$42.6K	﹤0.01%	478
2025 Q4	$103K	Hold	4,243	–	–	0.01%	398
2025 Q3	$104K	Hold	4,243	–	–	0.01%	431
2025 Q2	$103K	Buy	+4,243	New	+$103K	0.01%	387
2018 Q3	–	Sell	-18	Closed	–	–	689
2018 Q2	$0	Buy	+18	New	+$447	﹤0.01%	818

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

Strategic Wealth Partners's SCHO Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 41% in Q1 2026, selling an estimated $42.6K and leaving 2,493 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Strategic Wealth Partners first reported a position in SCHO in Q2 2018 and has held it in 5 quarters since. The position peaked at $104K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Strategic Wealth Partners held 2,493 shares of Schwab Short-Term US Treasury ETF worth $60.5K as of Q1 2026.
Strategic Wealth Partners sold 1,750 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $42.6K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #478 holding.
Strategic Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 5 quarters since.
Strategic Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $104K in Q3 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.