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Wedbush Securities’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wedbush Securities’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 		$359K Sell
14,784
-3,850
-21% -$93.7K 0.01% 812
2025
Q4 		$454K Sell
18,634
-155
-0.8% -$3.78K 0.01% 714
2025
Q3 		$458K Sell
18,789
-903
-5% -$22K 0.02% 686
2025
Q2 		$480K Sell
19,692
-383
-2% -$9.31K 0.02% 644
2025
Q1 		$489K Buy
20,075
+1,392
+7% +$33.7K 0.02% 624
2024
Q4 		$450K Sell
18,683
-2,729
-13% -$66.1K 0.02% 648
2024
Q3 		$524K Sell
21,412
-1,616
-7% -$39.3K 0.02% 595
2024
Q2 		$554K Sell
23,028
-3,680
-14% -$88.3K 0.02% 595
2024
Q1 		$644K Buy
26,708
+17,912
+204% +$433K 0.02% 545
2023
Q4 		$213K Buy
+8,796
New +$211K 0.01% 934
2023
Q2 		– Sell
-10,872
Closed -$265K – 1119
2023
Q1 		$265K Buy
10,872
+128
+1% +$3.1K 0.01% 805
2022
Q4 		$259K Sell
10,744
-1,696
-14% -$40.9K 0.01% 796
2022
Q3 		$300K Sell
12,440
-626
-5% -$15.3K 0.02% 728
2022
Q2 		$321K Buy
13,066
+212
+2% +$5.23K 0.02% 723
2022
Q1 		$318K Buy
12,854
+516
+4% +$13K 0.01% 771
2021
Q4 		$314K Buy
12,338
+1,120
+10% +$28.6K 0.01% 850
2021
Q3 		$287K Buy
11,218
+1,472
+15% +$37.7K 0.01% 879
2021
Q2 		$250K Sell
9,746
-80
-0.8% -$2.05K 0.01% 956
2021
Q1 		$252K Buy
+9,826
New +$252K 0.01% 887
2020
Q3 		– Sell
-11,604
Closed -$300K – 1009
2020
Q2 		$300K Buy
+11,604
New +$300K 0.03% 607

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wedbush Securities's SCHO Position: Q1 2026 in Review

Wedbush Securities reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q1 2026, selling an estimated $93.7K and leaving 14,784 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #812.

Wedbush Securities first reported a position in SCHO in Q2 2020 and has held it in 20 quarters since. The position peaked at $644K in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Wedbush Securities held 14,784 shares of Schwab Short-Term US Treasury ETF worth $359K as of Q1 2026.
  • Wedbush Securities sold 3,850 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $93.7K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #812 holding.
  • Wedbush Securities first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 20 quarters since.
  • Wedbush Securities's Schwab Short-Term US Treasury ETF position peaked at $644K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.