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

Baird Financial Group’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	$8.4M	Buy	347,965 +69,705	+25%	+$1.68M	0.01%	653
2026 Q1	$6.75M	Buy	278,260 +3,983	+1%	+$97K	0.01%	659
2025 Q4	$6.68M	Buy	274,277 +70,239	+34%	+$1.71M	0.01%	654
2025 Q3	$4.98M	Buy	204,038 +36,774	+22%	+$895K	0.01%	738
2025 Q2	$4.08M	Buy	167,264 +71,932	+75%	+$1.75M	0.01%	784
2025 Q1	$2.32M	Buy	95,332 +41,627	+78%	+$1.01M	﹤0.01%	925
2024 Q4	$1.29M	Sell	53,705 -9,065	-14%	-$220K	﹤0.01%	1097
2024 Q3	$1.54M	Sell	62,770 -2,520	-4%	-$61.3K	﹤0.01%	1040
2024 Q2	$1.57M	Sell	65,290 -12,478	-16%	-$299K	﹤0.01%	1030
2024 Q1	$1.87M	Sell	77,768 -173,902	-69%	-$4.2M	﹤0.01%	968
2023 Q4	$6.1M	Sell	251,670 -142,780	-36%	-$3.43M	0.01%	602
2023 Q3	$9.45M	Buy	394,450 +347,852	+746%	+$8.34M	0.03%	440
2023 Q2	$1.12M	Sell	46,598 -3,692	-7%	-$89.5K	﹤0.01%	1083
2023 Q1	$1.23M	Sell	50,290 -976	-2%	-$23.6K	﹤0.01%	1038
2022 Q4	$1.24M	Sell	51,266 -115,542	-69%	-$2.79M	﹤0.01%	1005
2022 Q3	$4.03M	Sell	166,808 -47,074	-22%	-$1.15M	0.01%	622
2022 Q2	$5.26M	Buy	213,882 +17,356	+9%	+$428K	0.01%	567
2022 Q1	$4.87M	Buy	196,526 +20,836	+12%	+$523K	0.01%	624
2021 Q4	$4.47M	Sell	175,690 -13,350	-7%	-$340K	0.01%	648
2021 Q3	$4.84M	Buy	189,040 +123,540	+189%	+$3.17M	0.01%	611
2021 Q2	$1.68M	Buy	65,500 +26,200	+67%	+$672K	﹤0.01%	997
2021 Q1	$1.01M	Sell	39,300 -9,700	-20%	-$249K	﹤0.01%	1128
2020 Q4	$1.26M	Sell	49,000 -5,000	-9%	-$129K	﹤0.01%	934
2020 Q3	$1.39M	Hold	54,000	–	–	﹤0.01%	849
2020 Q2	$1.39M	Buy	54,000 +18,000	+50%	+$465K	0.01%	839
2020 Q1	$931K	Buy	+36,000	New	+$917K	﹤0.01%	905
2019 Q3	–	Sell	-965,572	Closed	-$24.4M	–	1547
2019 Q2	$24.4M	Buy	+965,572	New	+$24.3M	0.1%	224

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

Baird Financial Group's SCHO Position: Q2 2026 in Review

Baird Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q2 2026, buying an estimated $1.68M and bringing the position to 347,965 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #653.

Baird Financial Group first reported a position in SCHO in Q2 2019 and has held it in 27 quarters since. The position peaked at $24.4M in Q2 2019. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Baird Financial Group held 347,965 shares of Schwab Short-Term US Treasury ETF worth $8.4M as of Q2 2026.
Baird Financial Group bought 69,705 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.68M.
Schwab Short-Term US Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #653 holding.
Baird Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 27 quarters since.
Baird Financial Group's Schwab Short-Term US Treasury ETF position peaked at $24.4M in Q2 2019.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.