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

Western 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	$1.55M	Buy	63,922 +34,676	+119%	+$844K	0.06%	327
2025 Q4	$713K	Sell	29,246 -483	-2%	-$11.8K	0.03%	432
2025 Q3	$725K	Buy	29,729 +4,827	+19%	+$117K	0.04%	369
2025 Q2	$607K	Sell	24,902 -273	-1%	-$6.63K	0.04%	372
2025 Q1	$613K	Sell	25,175 -120	-0.5%	-$2.91K	0.04%	341
2024 Q4	$609K	Sell	25,295 -23,199	-48%	-$562K	0.04%	329
2024 Q3	$1.19M	Buy	48,494 +25,884	+114%	+$629K	0.07%	284
2024 Q2	$544K	Buy	22,610 +2,246	+11%	+$53.9K	0.04%	349
2024 Q1	$491K	Sell	20,364 -32,096	-61%	-$775K	0.04%	366
2023 Q4	$1.27M	Buy	52,460 +21,440	+69%	+$515K	0.09%	230
2023 Q3	$743K	Buy	31,020 +4,658	+18%	+$112K	0.06%	308
2023 Q2	$633K	Buy	26,362 +10,140	+63%	+$246K	0.05%	330
2023 Q1	$396K	Buy	+16,222	New	+$393K	0.04%	435
2022 Q4	–	Sell	-14,428	Closed	-$348K	–	767
2022 Q3	$348K	Sell	14,428 -556	-4%	-$13.6K	0.02%	591
2022 Q2	$367K	Sell	14,984 -396	-3%	-$9.76K	0.02%	552
2022 Q1	$381K	Buy	+15,380	New	+$386K	0.02%	606
2020 Q2	–	Sell	-8,284	Closed	-$214K	–	446
2020 Q1	$214K	Sell	8,284 -270	-3%	-$6.88K	0.05%	327
2019 Q4	$216K	Sell	8,554 -600	-7%	-$15.2K	0.03%	379
2019 Q3	$232K	Hold	9,154	–	–	0.05%	350
2019 Q2	$232K	Hold	9,154	–	–	0.03%	356
2019 Q1	$231K	Hold	9,154	–	–	0.05%	339
2018 Q4	$228K	Buy	+9,154	New	+$227K	0.06%	301

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

Western Wealth Management's SCHO Position: Q1 2026 in Review

Western Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 119% in Q1 2026, buying an estimated $844K and bringing the position to 63,922 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #327.

Western Wealth Management first reported a position in SCHO in Q4 2018 and has held it in 22 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Western Wealth Management held 63,922 shares of Schwab Short-Term US Treasury ETF worth $1.55M as of Q1 2026.
Western Wealth Management bought 34,676 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $844K.
Schwab Short-Term US Treasury ETF made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #327 holding.
Western Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 22 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.