Burnham & Co LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Burnham & Co LLC’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	$18.2K	Buy	+755	New	+$18.2K	0.01%	159

Other funds holding SCHO

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Burnham & Co LLC's SCHO Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 755 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

650 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Burnham & Co LLC held 755 shares of Schwab Short-Term US Treasury ETF worth $18.2K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Burnham & Co LLC position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.01% of Burnham & Co LLC's portfolio in Q2 2026, its #159 holding.
650 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.