True Link Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

True Link Financial Advisors’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	$1.83M	Buy	75,278 +11,349	+18%	+$276K	0.11%	24
2025 Q4	$1.56M	Buy	63,929 +773	+1%	+$18.8K	0.09%	30
2025 Q3	$1.54M	Sell	63,156 -22,536	-26%	-$548K	0.1%	29
2025 Q2	$2.09M	Buy	85,692 +35,162	+70%	+$854K	0.14%	28
2025 Q1	$1.23M	Buy	50,530 +12,699	+34%	+$307K	0.09%	31
2024 Q4	$910K	Buy	37,831 +939	+3%	+$22.7K	0.08%	26
2024 Q3	$903K	Sell	36,892 -998	-3%	-$24.3K	0.08%	28
2024 Q2	$912K	Sell	37,890 -7,838	-17%	-$188K	0.08%	26
2024 Q1	$1.1M	Buy	45,728 +2,608	+6%	+$63K	0.11%	27
2023 Q4	$1.04M	Sell	43,120 -12,278	-22%	-$295K	0.11%	27
2023 Q3	$1.33M	Buy	55,398 +23,584	+74%	+$565K	0.16%	39
2023 Q2	$764K	Sell	31,814 -22,446	-41%	-$544K	0.09%	63
2023 Q1	$1.32M	Buy	+54,260	New	+$1.31M	0.17%	45
2022 Q1	–	Sell	-1,434	Closed	-$36K	–	247
2021 Q4	$36K	Hold	1,434	–	–	﹤0.01%	500
2021 Q3	$37K	Hold	1,434	–	–	0.01%	504
2021 Q2	$37K	Hold	1,434	–	–	0.01%	450
2021 Q1	$37K	Buy	1,434 +232	+19%	+$5.96K	0.01%	524
2020 Q4	$31K	Buy	+1,202	New	+$30.9K	﹤0.01%	573

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

True Link Financial Advisors's SCHO Position: Q1 2026 in Review

True Link Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 18% in Q1 2026, buying an estimated $276K and bringing the position to 75,278 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #24.

True Link Financial Advisors first reported a position in SCHO in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.09M in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

True Link Financial Advisors held 75,278 shares of Schwab Short-Term US Treasury ETF worth $1.83M as of Q1 2026.
True Link Financial Advisors bought 11,349 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $276K.
Schwab Short-Term US Treasury ETF made up 0.11% of True Link Financial Advisors's portfolio in Q1 2026, its #24 holding.
True Link Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 18 quarters since.
True Link Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.09M in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.