Advisor OS’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advisor OS’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	$234K	Buy	9,703 +494	+5%	+$11.9K	0.02%	513
2026 Q1	$224K	Buy	9,209 +31	+0.3%	+$755	0.02%	513
2025 Q4	$224K	Buy	9,178 +662	+8%	+$16.1K	0.02%	445
2025 Q3	$208K	Buy	8,516 +109	+1%	+$2.65K	0.02%	448
2025 Q2	$205K	Buy	8,407 +190	+2%	+$4.62K	0.02%	427
2025 Q1	$200K	Buy	+8,217	New	+$199K	0.02%	412
2020 Q3	–	Sell	-39,042	Closed	-$1.01M	–	142
2020 Q2	$1.01M	Buy	+39,042	New	+$1.01M	0.6%	39

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

Advisor OS's SCHO Position: Q2 2026 in Review

Advisor OS increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 9,703 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #513.

Advisor OS first reported a position in SCHO in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Advisor OS held 9,703 shares of Schwab Short-Term US Treasury ETF worth $234K as of Q2 2026.
Advisor OS bought 494 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $11.9K.
Schwab Short-Term US Treasury ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #513 holding.
Advisor OS first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Advisor OS's Schwab Short-Term US Treasury ETF position peaked at $1.01M in Q2 2020.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.