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Triad Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Triad Wealth 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 		$2.47M Sell
101,755
-303,604
-75% -$7.39M 0.2% 88
2025
Q4 		$9.88M Buy
+405,359
New +$9.88M 0.94% 28

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Triad Wealth Partners's SCHO Position: Q1 2026 in Review

Triad Wealth Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 75% in Q1 2026, selling an estimated $7.39M and leaving 101,755 shares worth $2.47M. The position accounts for 0.2% of the portfolio, ranked #88.

Triad Wealth Partners first reported a position in SCHO in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.88M in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Triad Wealth Partners held 101,755 shares of Schwab Short-Term US Treasury ETF worth $2.47M as of Q1 2026.
  • Triad Wealth Partners sold 303,604 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $7.39M.
  • Schwab Short-Term US Treasury ETF made up 0.2% of Triad Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Triad Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Triad Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $9.88M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.