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

Vista Cima 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	$853K	Sell	35,145 -8,027	-19%	-$195K	0.84%	28
2025 Q4	$1.05M	Buy	43,172 +283	+0.7%	+$6.9K	0.88%	25
2025 Q3	$1.05M	Buy	42,889 +2,084	+5%	+$50.7K	0.87%	23
2025 Q2	$995K	Buy	40,805 +422	+1%	+$10.3K	0.93%	25
2025 Q1	$983K	Buy	40,383 +3,321	+9%	+$80.4K	1.06%	24
2024 Q4	$892K	Buy	+37,062	New	+$897K	0.93%	25

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

Vista Cima Wealth Management's SCHO Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 19% in Q1 2026, selling an estimated $195K and leaving 35,145 shares worth $853K. The position accounts for 0.84% of the portfolio, ranked #28.

Vista Cima Wealth Management first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Vista Cima Wealth Management held 35,145 shares of Schwab Short-Term US Treasury ETF worth $853K as of Q1 2026.
Vista Cima Wealth Management sold 8,027 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $195K.
Schwab Short-Term US Treasury ETF made up 0.84% of Vista Cima Wealth Management's portfolio in Q1 2026, its #28 holding.
Vista Cima Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.05M in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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