Tower View Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tower View Wealth Management’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	$21.8K	Buy	898 +6	+0.7%	+$146	0.01%	120
2025 Q4	$21.7K	Buy	892 +11	+1%	+$268	0.01%	108
2025 Q3	$21.5K	Buy	881 +9	+1%	+$219	0.01%	106
2025 Q2	$21.3K	Sell	872 -1,247	-59%	-$30.3K	0.01%	118
2025 Q1	$51.6K	Buy	+2,119	New	+$51.3K	0.03%	78
2023 Q1	–	Sell	-300	Closed	-$7K	–	162
2022 Q4	$7K	Hold	300	–	–	﹤0.01%	130
2022 Q3	$7K	Hold	300	–	–	0.01%	131
2022 Q2	$7K	Buy	+300	New	+$7.4K	0.01%	129

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

Tower View Wealth Management's SCHO Position: Q1 2026 in Review

Tower View Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.67% in Q1 2026, buying an estimated $146 and bringing the position to 898 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #120.

Tower View Wealth Management first reported a position in SCHO in Q2 2022 and has held it in 8 quarters since. The position peaked at $51.6K in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Tower View Wealth Management held 898 shares of Schwab Short-Term US Treasury ETF worth $21.8K as of Q1 2026.
Tower View Wealth Management bought 6 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $146.
Schwab Short-Term US Treasury ETF made up 0.01% of Tower View Wealth Management's portfolio in Q1 2026, its #120 holding.
Tower View Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 8 quarters since.
Tower View Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $51.6K in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.