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BCS Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

BCS Wealth Management’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 		$598K Sell
24,780
-453
-2% -$10.9K 0.11% 158
2026
Q1 		$612K Sell
25,233
-25,213
-50% -$614K 0.13% 139
2025
Q4 		$1.23M Buy
50,446
+27,154
+117% +$662K 0.12% 140
2025
Q3 		$568K Sell
23,292
-2,274
-9% -$55.3K 0.13% 142
2025
Q2 		$623K Buy
25,566
+2,335
+10% +$56.7K 0.13% 142
2025
Q1 		$565K Buy
23,231
+1,106
+5% +$26.8K 0.15% 134
2024
Q4 		$532K Buy
+22,125
New +$536K 0.13% 139
2024
Q2 		– Sell
-21,584
Closed -$520K – 212
2024
Q1 		$520K Buy
21,584
+2,680
+14% +$64.7K 0.17% 128
2023
Q4 		$458K Sell
18,904
-118
-0.6% -$2.83K 0.17% 126
2023
Q3 		$456K Buy
+19,022
New +$456K 0.19% 115
2023
Q2 		– Sell
-15,960
Closed -$389K – 158
2023
Q1 		$389K Buy
15,960
+1,268
+9% +$30.7K 0.18% 103
2022
Q4 		$354K Sell
14,692
-658
-4% -$15.9K 0.15% 133
2022
Q3 		$370K Sell
15,350
-544
-3% -$13.3K 0.17% 122
2022
Q2 		$391K Sell
15,894
-276
-2% -$6.8K 0.17% 114
2022
Q1 		$401K Sell
16,170
-1,520
-9% -$38.2K 0.17% 119
2021
Q4 		$450K Buy
17,690
+5,480
+45% +$140K 0.16% 115
2021
Q3 		$313K Buy
12,210
+706
+6% +$18.1K 0.13% 133
2021
Q2 		$295K Buy
11,504
+14
+0.1% +$359 0.16% 120
2021
Q1 		$295K Hold
11,490
– – 0.14% 119
2020
Q4 		$295K Hold
11,490
– – 0.15% 109
2020
Q3 		$296K Sell
11,490
-70
-0.6% -$1.8K 0.17% 100
2020
Q2 		$298K Buy
11,560
+1,426
+14% +$36.8K 0.18% 96
2020
Q1 		$262K Sell
10,134
-34,772
-77% -$886K 0.18% 91
2019
Q4 		$1.13M Buy
+44,906
New +$1.13M 0.76% 29

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCS Wealth Management's SCHO Position: Q2 2026 in Review

BCS Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q2 2026, selling an estimated $10.9K and leaving 24,780 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #158.

BCS Wealth Management first reported a position in SCHO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.23M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • BCS Wealth Management held 24,780 shares of Schwab Short-Term US Treasury ETF worth $598K as of Q2 2026.
  • BCS Wealth Management sold 453 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.9K.
  • Schwab Short-Term US Treasury ETF made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #158 holding.
  • BCS Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.23M in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.