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Willis Johnson & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Willis Johnson & Associates’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 		$35.4M Buy
1,457,711
+98,635
+7% +$2.4M 2.06% 11
2025
Q4 		$33.1M Buy
+1,359,076
New +$33.1M 2.04% 10

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

Willis Johnson & Associates's SCHO Position: Q1 2026 in Review

Willis Johnson & Associates increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.3% in Q1 2026, buying an estimated $2.4M and bringing the position to 1,457,711 shares worth $35.4M. The position accounts for 2.06% of the portfolio, ranked #11.

Willis Johnson & Associates first reported a position in SCHO in Q4 2025 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Willis Johnson & Associates held 1,457,711 shares of Schwab Short-Term US Treasury ETF worth $35.4M as of Q1 2026.
  • Willis Johnson & Associates bought 98,635 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $2.4M.
  • Schwab Short-Term US Treasury ETF made up 2.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #11 holding.
  • Willis Johnson & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.