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

Tradition 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	$523K	Sell	21,552 -4,505	-17%	-$110K	0.04%	281
2025 Q4	$635K	Sell	26,057 -1,499	-5%	-$36.5K	0.05%	249
2025 Q3	$672K	Sell	27,556 -2,277	-8%	-$55.4K	0.05%	238
2025 Q2	$727K	Buy	29,833 +6,191	+26%	+$150K	0.06%	220
2025 Q1	$575K	Sell	23,642 -4,494	-16%	-$109K	0.05%	228
2024 Q4	$677K	Sell	28,136 -151,924	-84%	-$3.68M	0.06%	204
2024 Q3	$4.41M	Buy	180,060 +6,036	+3%	+$147K	0.39%	63
2024 Q2	$4.19M	Sell	174,024 -296,902	-63%	-$7.12M	0.4%	61
2024 Q1	$11.4M	Buy	470,926 +30,020	+7%	+$725K	1.15%	24
2023 Q4	$10.7M	Buy	440,906 +395,382	+869%	+$9.49M	1.12%	23
2023 Q3	$1.09M	Sell	45,524 -97,774	-68%	-$2.34M	0.13%	117
2023 Q2	$3.44M	Sell	143,298 -172,926	-55%	-$4.19M	0.4%	58
2023 Q1	$7.71M	Buy	316,224 +14,204	+5%	+$344K	0.96%	26
2022 Q4	$7.29M	Buy	302,020 +6,432	+2%	+$155K	1.03%	26
2022 Q3	$7.13M	Buy	295,588 +16,826	+6%	+$412K	1.07%	26
2022 Q2	$6.86M	Buy	278,762 +83,696	+43%	+$2.06M	1%	28
2022 Q1	$4.83M	Buy	195,066 +60,346	+45%	+$1.52M	0.62%	47
2021 Q4	$3.42M	Sell	134,720 -7,294	-5%	-$186K	0.43%	62
2021 Q3	$3.63M	Buy	142,014 +9,804	+7%	+$251K	0.52%	52
2021 Q2	$3.39M	Sell	132,210 -35,556	-21%	-$912K	0.51%	55
2021 Q1	$4.3M	Buy	167,766 +43,574	+35%	+$1.12M	0.74%	42
2020 Q4	$3.19M	Buy	+124,192	New	+$3.19M	0.62%	48

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

Tradition Wealth Management's SCHO Position: Q1 2026 in Review

Tradition Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 17% in Q1 2026, selling an estimated $110K and leaving 21,552 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #281.

Tradition Wealth Management first reported a position in SCHO in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Tradition Wealth Management held 21,552 shares of Schwab Short-Term US Treasury ETF worth $523K as of Q1 2026.
Tradition Wealth Management sold 4,505 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $110K.
Schwab Short-Term US Treasury ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #281 holding.
Tradition Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $11.4M in Q1 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.