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

Allworth Financial’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	$3.05M	Buy	126,533 +1,827	+1%	+$44.2K	0.01%	440
2026 Q1	$3.03M	Sell	124,706 -12,038	-9%	-$293K	0.01%	449
2025 Q4	$3.33M	Sell	136,744 -10,823	-7%	-$264K	0.01%	433
2025 Q3	$3.6M	Buy	147,567 +25,830	+21%	+$629K	0.02%	383
2025 Q2	$2.97M	Buy	121,737 +985	+0.8%	+$23.9K	0.01%	409
2025 Q1	$2.94M	Sell	120,752 -29,780	-20%	-$721K	0.02%	339
2024 Q4	$3.64M	Sell	150,532 -30,600	-17%	-$741K	0.02%	302
2024 Q3	$4.44M	Sell	181,132 -8,566	-5%	-$208K	0.03%	224
2024 Q2	$4.58M	Sell	189,698 -45,344	-19%	-$1.09M	0.03%	219
2024 Q1	$5.67M	Sell	235,042 -101,260	-30%	-$2.45M	0.04%	186
2023 Q4	$8.15M	Sell	336,302 -120,266	-26%	-$2.89M	0.06%	132
2023 Q3	$10.9M	Buy	456,568 +187,330	+70%	+$4.49M	0.09%	96
2023 Q2	$6.47M	Sell	269,238 -23,926	-8%	-$580K	0.05%	142
2023 Q1	$7.15M	Sell	293,164 -53,662	-15%	-$1.3M	0.07%	128
2022 Q4	$8.37M	Buy	346,826 +323,124	+1,363%	+$7.79M	0.09%	106
2022 Q3	$572K	Buy	23,702 +23,696	+394,933%	+$580K	0.01%	399
2022 Q2	$0	Buy	+6	New	+$148	﹤0.01%	2758
2022 Q1	–	Sell	-232	Closed	-$6K	–	2349
2021 Q4	$6K	Sell	232 -600	-72%	-$15.3K	﹤0.01%	1529
2021 Q3	$21K	Buy	832 +600	+259%	+$15.4K	﹤0.01%	1009
2021 Q2	$6K	Buy	+232	New	+$5.95K	﹤0.01%	1175
2021 Q1	–	Sell	-2	Closed	–	–	1606
2020 Q4	$0	Buy	+2	New	+$51	﹤0.01%	1431
2018 Q3	–	Sell	-346	Closed	-$9K	–	982
2018 Q2	$9K	Buy	+346	New	+$8.6K	﹤0.01%	547

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

Allworth Financial's SCHO Position: Q2 2026 in Review

Allworth Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q2 2026, buying an estimated $44.2K and bringing the position to 126,533 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #440.

Allworth Financial first reported a position in SCHO in Q2 2018 and has held it in 22 quarters since. The position peaked at $10.9M in Q3 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Allworth Financial held 126,533 shares of Schwab Short-Term US Treasury ETF worth $3.05M as of Q2 2026.
Allworth Financial bought 1,827 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $44.2K.
Schwab Short-Term US Treasury ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #440 holding.
Allworth Financial first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 22 quarters since.
Allworth Financial's Schwab Short-Term US Treasury ETF position peaked at $10.9M in Q3 2023.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.