Access Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Access Financial Services’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 Q2	$33.8M	Buy	1,399,521 +15,726	+1%	+$380K	11.08%	2
2026 Q1	$33.6M	Buy	1,383,795 +2,210	+0.2%	+$53.8K	11.91%	2
2025 Q4	$33.7M	Buy	1,381,585 +34,836	+3%	+$849K	12.26%	2
2025 Q3	$32.9M	Buy	1,346,749 +712,966	+112%	+$17.3M	11.9%	2
2025 Q2	$15.5M	Buy	633,783 +610,888	+2,668%	+$14.8M	5.84%	5
2025 Q1	$557K	Buy	+22,895	New	+$554K	0.22%	65
2017 Q1	–	Sell	-12,040	Closed	-$304K	–	67
2016 Q4	$304K	Buy	+12,040	New	+$304K	0.28%	55

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Access Financial Services's SCHO Position: Q2 2026 in Review

Access Financial Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.1% in Q2 2026, buying an estimated $380K and bringing the position to 1,399,521 shares worth $33.8M. The position accounts for 11.08% of the portfolio, ranked #2.

Access Financial Services first reported a position in SCHO in Q4 2016 and has held it in 7 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Access Financial Services held 1,399,521 shares of Schwab Short-Term US Treasury ETF worth $33.8M as of Q2 2026.
Access Financial Services bought 15,726 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $380K.
Schwab Short-Term US Treasury ETF made up 11.08% of Access Financial Services's portfolio in Q2 2026, its #2 holding.
Access Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and has held it in 7 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.