Wealthspire Advisors (New York)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealthspire Advisors (New York)’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	$1.48M	Buy	60,878 +1,186	+2%	+$28.9K	0.01%	334
2025 Q4	$1.45M	Buy	59,692 +607	+1%	+$14.8K	0.01%	356
2025 Q3	$1.44M	Buy	59,085 +3,613	+7%	+$87.9K	0.01%	326
2025 Q2	$1.35M	Sell	55,472 -1	-0%	-$24	0.01%	335
2025 Q1	$1.35M	Sell	55,473 -2,059	-4%	-$49.9K	0.01%	333
2024 Q4	$1.38M	Buy	57,532 +1,862	+3%	+$45.1K	0.01%	307
2024 Q3	$1.36M	Sell	55,670 -7,332	-12%	-$178K	0.01%	317
2024 Q2	$1.52M	Hold	63,002	–	–	0.02%	245
2024 Q1	$1.52M	Hold	63,002	–	–	0.02%	242
2023 Q4	$1.53M	Buy	63,002 +7,056	+13%	+$169K	0.02%	242
2023 Q3	$1.34M	Sell	55,946 -26	-0%	-$623	0.02%	228
2023 Q2	$1.35M	Hold	55,972	–	–	0.02%	208
2023 Q1	$1.37M	Hold	55,972	–	–	0.02%	198
2022 Q4	$1.35M	Buy	55,972 +20,866	+59%	+$503K	0.02%	207
2022 Q3	$847K	Buy	35,106 +3,734	+12%	+$91.3K	0.02%	246
2022 Q2	$772K	Buy	+31,372	New	+$773K	0.02%	247

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

Wealthspire Advisors (New York)'s SCHO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q1 2026, buying an estimated $28.9K and bringing the position to 60,878 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #334.

Wealthspire Advisors (New York) first reported a position in SCHO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2023. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Wealthspire Advisors (New York) held 60,878 shares of Schwab Short-Term US Treasury ETF worth $1.48M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,186 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $28.9K.
Schwab Short-Term US Treasury ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #334 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Schwab Short-Term US Treasury ETF position peaked at $1.53M in Q4 2023.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.