Atomic Invest’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atomic Invest’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	$6.52M	Buy	269,789 +207,892	+336%	+$5.03M	0.57%	15
2026 Q1	$1.5M	Buy	61,897 +2,480	+4%	+$60.4K	0.71%	18
2025 Q4	$1.45M	Buy	+59,417	New	+$1.45M	0.81%	16

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 22.9% 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

Atomic Invest's SCHO Position: Q2 2026 in Review

Atomic Invest increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 336% in Q2 2026, buying an estimated $5.03M and bringing the position to 269,789 shares worth $6.52M. The position accounts for 0.57% of the portfolio, ranked #15.

Atomic Invest first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Atomic Invest held 269,789 shares of Schwab Short-Term US Treasury ETF worth $6.52M as of Q2 2026.
Atomic Invest bought 207,892 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.03M.
Schwab Short-Term US Treasury ETF made up 0.57% of Atomic Invest's portfolio in Q2 2026, its #15 holding.
Atomic Invest first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.