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

Stratos 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	$460K	Sell	18,956 -5,307	-22%	-$129K	0.01%	1095
2025 Q4	$591K	Buy	24,263 +4,237	+21%	+$103K	0.01%	976
2025 Q3	$489K	Buy	+20,026	New	+$487K	0.01%	1025
2025 Q2	–	Sell	-38,740	Closed	-$943K	–	1473
2025 Q1	$943K	Buy	38,740 +2,363	+6%	+$57.2K	0.01%	679
2024 Q4	$875K	Buy	+36,377	New	+$881K	0.01%	742
2024 Q3	–	Sell	-35,918	Closed	-$864K	–	1504
2024 Q2	$864K	Buy	35,918 +930	+3%	+$22.3K	0.01%	703
2024 Q1	$843K	Sell	34,988 -4,842	-12%	-$117K	0.01%	704
2023 Q4	$965K	Buy	+39,830	New	+$956K	0.02%	648
2023 Q1	–	Sell	-11,286	Closed	-$272K	–	1202
2022 Q4	$272K	Hold	11,286	–	–	0.01%	927
2022 Q3	$272K	Sell	11,286 -1,786	-14%	-$43.7K	0.01%	904
2022 Q2	$322K	Sell	13,072 -24	-0.2%	-$592	0.01%	897
2022 Q1	$324K	Hold	13,096	–	–	0.01%	966
2021 Q4	$333K	Hold	13,096	–	–	0.01%	965
2021 Q3	$335K	Sell	13,096 -126	-1%	-$3.23K	0.01%	913
2021 Q2	$339K	Buy	13,222 +424	+3%	+$10.9K	0.01%	922
2021 Q1	$328K	Sell	12,798 -52	-0.4%	-$1.33K	0.01%	856
2020 Q4	$330K	Buy	12,850 +6	+0%	+$154	0.01%	819
2020 Q3	$331K	Buy	12,844 +1,598	+14%	+$41.2K	0.01%	746
2020 Q2	$290K	Sell	11,246 -58	-0.5%	-$1.5K	0.01%	788
2020 Q1	$292K	Buy	+11,304	New	+$288K	0.01%	701
2018 Q4	–	Sell	-4,148	Closed	-$103K	–	2195
2018 Q3	$103K	Buy	+4,148	New	+$103K	﹤0.01%	1116
2018 Q2	–	Sell	-3,788	Closed	-$94K	–	2277
2018 Q1	$94K	Buy	3,788 +2	+0.1%	+$50	﹤0.01%	1241
2017 Q4	$95K	Buy	+3,786	New	+$95K	﹤0.01%	1214
2017 Q1	–	Sell	-9,932	Closed	-$250K	–	852
2016 Q4	$250K	Buy	+9,932	New	+$251K	0.02%	571

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

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

Stratos Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 22% in Q1 2026, selling an estimated $129K and leaving 18,956 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1095.

Stratos Wealth Partners first reported a position in SCHO in Q4 2016 and has held it in 24 quarters since. The position peaked at $965K in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Stratos Wealth Partners held 18,956 shares of Schwab Short-Term US Treasury ETF worth $460K as of Q1 2026.
Stratos Wealth Partners sold 5,307 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $129K.
Schwab Short-Term US Treasury ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1095 holding.
Stratos Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 24 quarters since.
Stratos Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $965K in Q4 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.