Towneley Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Towneley Capital 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	$13.3M	Buy	549,185 +11,492	+2%	+$280K	2.79%	10
2025 Q4	$13.1M	Buy	537,693 +8,264	+2%	+$201K	2.76%	10
2025 Q3	$12.9M	Sell	529,429 -5,742	-1%	-$140K	2.81%	10
2025 Q2	$13M	Sell	535,171 -279,044	-34%	-$6.78M	2.99%	10
2025 Q1	$19.8M	Buy	814,215 +27,566	+4%	+$667K	4.64%	9
2024 Q4	$18.9M	Buy	786,649 +20,543	+3%	+$497K	4.5%	8
2024 Q3	$18.8M	Buy	766,106 +17,512	+2%	+$426K	4.25%	8
2024 Q2	$18M	Buy	748,594 +31,116	+4%	+$746K	4.23%	7
2024 Q1	$17.3M	Buy	717,478 +15,558	+2%	+$376K	4.25%	7
2023 Q4	$17M	Buy	+701,920	New	+$16.9M	4.36%	7

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

Towneley Capital Management's SCHO Position: Q1 2026 in Review

Towneley Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.1% in Q1 2026, buying an estimated $280K and bringing the position to 549,185 shares worth $13.3M. The position accounts for 2.79% of the portfolio, ranked #10.

Towneley Capital Management first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Towneley Capital Management held 549,185 shares of Schwab Short-Term US Treasury ETF worth $13.3M as of Q1 2026.
Towneley Capital Management bought 11,492 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $280K.
Schwab Short-Term US Treasury ETF made up 2.79% of Towneley Capital Management's portfolio in Q1 2026, its #10 holding.
Towneley Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Towneley Capital Management's Schwab Short-Term US Treasury ETF position peaked at $19.8M in Q1 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.