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

Summit 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 		$5.27M Buy
216,965
+43,403
+25% +$1.06M 0.07% 297
2025
Q4 		$4.23M Buy
173,562
+37,980
+28% +$926K 0.06% 297
2025
Q3 		$3.31M Buy
+135,582
New +$3.3M 0.05% 349

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

Summit Financial's SCHO Position: Q1 2026 in Review

Summit Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q1 2026, buying an estimated $1.06M and bringing the position to 216,965 shares worth $5.27M. The position accounts for 0.07% of the portfolio, ranked #297.

Summit Financial first reported a position in SCHO in Q3 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Summit Financial held 216,965 shares of Schwab Short-Term US Treasury ETF worth $5.27M as of Q1 2026.
  • Summit Financial bought 43,403 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.06M.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #297 holding.
  • Summit Financial first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.