Wilmington Savings Fund Society’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wilmington Savings Fund Society’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	-872	Closed	-$21.3K	–	1474
2025 Q4	$21.3K	Sell	872 -454	-34%	-$11.1K	﹤0.01%	1060
2025 Q3	$32.4K	Sell	1,326 -93	-7%	-$2.26K	﹤0.01%	978
2025 Q2	$34.6K	Hold	1,419	–	–	﹤0.01%	1309
2025 Q1	$34.5K	Hold	1,419	–	–	﹤0.01%	1298
2024 Q4	$34.1K	Sell	1,419 -93	-6%	-$2.25K	﹤0.01%	1344
2024 Q3	$37K	Buy	+1,512	New	+$36.8K	﹤0.01%	1299

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wilmington Savings Fund Society's SCHO Position: Q1 2026 in Review

Wilmington Savings Fund Society sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 872 shares — an estimated $21.3K sold.

Wilmington Savings Fund Society first reported a position in SCHO in Q3 2024 and held it in 6 quarters. The position peaked at $37K in Q3 2024. 696 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Wilmington Savings Fund Society reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Wilmington Savings Fund Society sold 872 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $21.3K.
Wilmington Savings Fund Society first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and held it in 6 quarters.
Wilmington Savings Fund Society's Schwab Short-Term US Treasury ETF position peaked at $37K in Q3 2024.
696 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.