Trask Adam Roland’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Trask Adam Roland’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	$18.3K	Buy	+755	New	+$18.4K	0.02%	152

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Trask Adam Roland's SCHO Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 755 shares worth $18.3K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings.

696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Trask Adam Roland held 755 shares of Schwab Short-Term US Treasury ETF worth $18.3K as of Q1 2026.
Schwab Short-Term US Treasury ETF was a new Trask Adam Roland position in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #152 holding.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.