WBH Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WBH Advisory’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	$2.86M	Sell	118,172 -5,223	-4%	-$127K	0.21%	94
2025 Q4	$3.01M	Sell	123,395 -2,069	-2%	-$50.4K	0.22%	82
2025 Q3	$3.06M	Buy	125,464 +1,893	+2%	+$46.1K	0.23%	80
2025 Q2	$3.01M	Sell	123,571 -3,418	-3%	-$83K	0.26%	76
2025 Q1	$3.09M	Buy	126,989 +2,971	+2%	+$71.9K	0.29%	70
2024 Q4	$2.98M	Sell	124,018 -2,980	-2%	-$72.2K	0.28%	71
2024 Q3	$3.11M	Sell	126,998 -7,076	-5%	-$172K	0.29%	67
2024 Q2	$3.23M	Sell	134,074 -7,684	-5%	-$184K	0.33%	65
2024 Q1	$3.42M	Sell	141,758 -586	-0.4%	-$14.2K	0.35%	63
2023 Q4	$3.45M	Buy	142,344 +29,226	+26%	+$702K	0.38%	62
2023 Q3	$2.71M	Buy	113,118 +23,062	+26%	+$553K	0.33%	68
2023 Q2	$2.16M	Sell	90,056 -11,950	-12%	-$290K	0.26%	85
2023 Q1	$2.49M	Buy	+102,006	New	+$2.47M	0.31%	76
2022 Q3	$3.07M	Sell	127,362 -213,920	-63%	-$5.23M	0.44%	55
2022 Q2	$8.38M	Buy	341,282 +69,154	+25%	+$1.7M	1.12%	24
2022 Q1	$6.71M	Buy	272,128 +8,920	+3%	+$224K	0.82%	41
2021 Q4	$6.69M	Buy	263,208 +250,730	+2,009%	+$6.39M	0.76%	35
2021 Q3	$319K	Sell	12,478 -114	-0.9%	-$2.92K	0.04%	240
2021 Q2	$323K	Sell	12,592 -134	-1%	-$3.44K	0.05%	219
2021 Q1	$327K	Hold	12,726	–	–	0.05%	218
2020 Q4	$327K	Sell	12,726 -300	-2%	-$7.71K	0.06%	206
2020 Q3	$335K	Buy	13,026 +682	+6%	+$17.6K	0.07%	192
2020 Q2	$318K	Hold	12,344	–	–	0.08%	191
2020 Q1	$319	Buy	12,344 +1,132	+10%	+$28.8K	0.07%	169
2019 Q4	$283K	Buy	11,212 +60	+0.5%	+$1.52K	0.06%	210
2019 Q3	$282K	Buy	+11,152	New	+$282K	0.06%	203

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

WBH Advisory's SCHO Position: Q1 2026 in Review

WBH Advisory reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.2% in Q1 2026, selling an estimated $127K and leaving 118,172 shares worth $2.86M. The position accounts for 0.21% of the portfolio, ranked #94.

WBH Advisory first reported a position in SCHO in Q3 2019 and has held it in 26 quarters since. The position peaked at $8.38M in Q2 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

WBH Advisory held 118,172 shares of Schwab Short-Term US Treasury ETF worth $2.86M as of Q1 2026.
WBH Advisory sold 5,223 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $127K.
Schwab Short-Term US Treasury ETF made up 0.21% of WBH Advisory's portfolio in Q1 2026, its #94 holding.
WBH Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 26 quarters since.
WBH Advisory's Schwab Short-Term US Treasury ETF position peaked at $8.38M in Q2 2022.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.