Tennessee Valley Asset Management Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tennessee Valley Asset Management 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	$1.16M	Buy	47,815 +2,633	+6%	+$64.1K	0.15%	78
2025 Q4	$1.1M	Sell	45,182 -4,124	-8%	-$101K	0.14%	78
2025 Q3	$1.2M	Sell	49,306 -1,548	-3%	-$37.7K	0.16%	74
2025 Q2	$1.24M	Sell	50,854 -1,733	-3%	-$42.1K	0.31%	34
2025 Q1	$1.28M	Buy	52,587 +1,630	+3%	+$39.5K	0.21%	60
2024 Q4	$1.23M	Sell	50,957 -60,203	-54%	-$1.46M	0.21%	58
2024 Q3	$1.35M	Buy	111,160 +37,282	+50%	+$906K	0.22%	58
2024 Q2	$1.78M	Buy	+73,878	New	+$1.77M	0.33%	46
2024 Q1	–	Sell	-386	Closed	-$9.35K	–	613
2023 Q4	$9.35K	Buy	+386	New	+$9.27K	﹤0.01%	471

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

Tennessee Valley Asset Management Partners's SCHO Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.8% in Q1 2026, buying an estimated $64.1K and bringing the position to 47,815 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #78.

Tennessee Valley Asset Management Partners first reported a position in SCHO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.78M in Q2 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Tennessee Valley Asset Management Partners held 47,815 shares of Schwab Short-Term US Treasury ETF worth $1.16M as of Q1 2026.
Tennessee Valley Asset Management Partners bought 2,633 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $64.1K.
Schwab Short-Term US Treasury ETF made up 0.15% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #78 holding.
Tennessee Valley Asset Management Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Tennessee Valley Asset Management Partners's Schwab Short-Term US Treasury ETF position peaked at $1.78M in Q2 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.