Atlantic Union Bankshares’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atlantic Union Bankshares’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	$194K	Sell	8,031 -1,118	-12%	-$27K	﹤0.01%	631
2026 Q1	$222K	Buy	9,149 +1,183	+15%	+$28.8K	﹤0.01%	565
2025 Q4	$194K	Buy	7,966 +69	+0.9%	+$1.68K	﹤0.01%	595
2025 Q3	$193K	Buy	7,897 +1,596	+25%	+$38.8K	﹤0.01%	607
2025 Q2	$154K	Buy	+6,301	New	+$153K	﹤0.01%	505

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

Atlantic Union Bankshares's SCHO Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q2 2026, selling an estimated $27K and leaving 8,031 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Atlantic Union Bankshares first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $222K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Atlantic Union Bankshares held 8,031 shares of Schwab Short-Term US Treasury ETF worth $194K as of Q2 2026.
Atlantic Union Bankshares sold 1,118 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $27K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #631 holding.
Atlantic Union Bankshares first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Schwab Short-Term US Treasury ETF position peaked at $222K in Q1 2026.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.