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

WealthShield 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	–	Sell	-464	Closed	-$11.3K	–	620
2025 Q4	$11.3K	Hold	464	–	–	﹤0.01%	510
2025 Q3	$11.3K	Hold	464	–	–	﹤0.01%	500
2025 Q2	$11.3K	Buy	+464	New	+$11.3K	﹤0.01%	490
2024 Q1	–	Sell	-4,034	Closed	-$97.7K	–	506
2023 Q4	$97.7K	Sell	4,034 -3,808	-49%	-$91.4K	0.02%	325
2023 Q3	$188K	Hold	7,842	–	–	0.03%	295
2023 Q2	$188K	Buy	7,842 +460	+6%	+$11.2K	0.03%	297
2023 Q1	$180K	Buy	+7,382	New	+$179K	0.03%	299
2022 Q4	–	Sell	-30,518	Closed	-$736K	–	305
2022 Q3	$736K	Sell	30,518 -338	-1%	-$8.27K	0.15%	162
2022 Q2	$759K	Sell	30,856 -842	-3%	-$20.8K	0.15%	163
2022 Q1	$785K	Buy	+31,698	New	+$796K	0.13%	176
2021 Q2	–	Sell	-170	Closed	-$4K	–	1089
2021 Q1	$4K	Buy	+170	New	+$4.37K	﹤0.01%	1003

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

WealthShield Partners's SCHO Position: Q1 2026 in Review

WealthShield Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 464 shares — an estimated $11.3K sold.

WealthShield Partners first reported a position in SCHO in Q1 2021 and held it in 11 quarters. The position peaked at $785K in Q1 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

WealthShield Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
WealthShield Partners sold 464 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $11.3K.
WealthShield Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 11 quarters.
WealthShield Partners's Schwab Short-Term US Treasury ETF position peaked at $785K in Q1 2022.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.