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

TD Private Client 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	$133K	Buy	5,462 +274	+5%	+$6.67K	﹤0.01%	718
2025 Q4	$126K	Hold	5,188	–	–	﹤0.01%	734
2025 Q3	$127K	Sell	5,188 -493	-9%	-$12K	﹤0.01%	720
2025 Q2	$139K	Sell	5,681 -48	-0.8%	-$1.17K	﹤0.01%	696
2025 Q1	$139K	Buy	5,729 +4,953	+638%	+$120K	﹤0.01%	665
2024 Q4	$18.7K	Hold	776	–	–	﹤0.01%	985
2024 Q3	$19K	Sell	776 -84,364	-99%	-$2.05M	﹤0.01%	973
2024 Q2	$2.05M	Buy	85,140 +738	+0.9%	+$17.7K	0.06%	226
2024 Q1	$2.03M	Buy	84,402 +2,814	+3%	+$68K	0.07%	234
2023 Q4	$1.98M	Buy	81,588 +1,788	+2%	+$42.9K	0.07%	224
2023 Q3	$1.91M	Hold	79,800	–	–	0.08%	211
2023 Q2	$1.92M	Hold	79,800	–	–	0.08%	230
2023 Q1	$1.95M	Hold	79,800	–	–	0.09%	229
2022 Q4	$1.92M	Sell	79,800 -2,354	-3%	-$56.8K	0.09%	225
2022 Q3	$1.98M	Buy	+82,154	New	+$2.01M	0.1%	208

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

TD Private Client Wealth's SCHO Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.3% in Q1 2026, buying an estimated $6.67K and bringing the position to 5,462 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

TD Private Client Wealth first reported a position in SCHO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.05M in Q2 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

TD Private Client Wealth held 5,462 shares of Schwab Short-Term US Treasury ETF worth $133K as of Q1 2026.
TD Private Client Wealth bought 274 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $6.67K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #718 holding.
TD Private Client Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 15 quarters since.
TD Private Client Wealth's Schwab Short-Term US Treasury ETF position peaked at $2.05M in Q2 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.