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Beacon Pointe Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beacon Pointe Advisors’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 		$6.81M Sell
282,065
-354
-0.1% -$8.56K 0.03% 439
2026
Q1 		$6.85M Buy
282,419
+118,855
+73% +$2.89M 0.04% 398
2025
Q4 		$3.99M Buy
163,564
+27,464
+20% +$670K 0.03% 443
2025
Q3 		$3.32M Buy
136,100
+13,757
+11% +$335K 0.03% 440
2025
Q2 		$2.98M Sell
122,343
-21,767
-15% -$529K 0.03% 408
2025
Q1 		$3.51M Sell
144,110
-2,734
-2% -$66.2K 0.04% 358
2024
Q4 		$3.53M Buy
146,844
+3,742
+3% +$90.6K 0.04% 341
2024
Q3 		$3.5M Buy
143,102
+23,290
+19% +$566K 0.04% 361
2024
Q2 		$2.88M Buy
119,812
+28,750
+32% +$690K 0.03% 405
2024
Q1 		$2.2M Buy
91,062
+69,988
+332% +$1.69M 0.02% 476
2023
Q4 		$510K Sell
21,074
-1,940
-8% -$46.6K 0.01% 896
2023
Q3 		$551K Buy
23,014
+13,298
+137% +$319K 0.01% 837
2023
Q2 		$233K Sell
9,716
-19,988
-67% -$485K ﹤0.01% 966
2023
Q1 		$725K Sell
29,704
-14,492
-33% -$351K 0.01% 637
2022
Q4 		$1.07M Buy
44,196
+24
+0.1% +$579 0.02% 488
2022
Q3 		$1.07M Buy
44,172
+9,636
+28% +$236K 0.02% 450
2022
Q2 		$851K Sell
34,536
-5,128
-13% -$126K 0.02% 506
2022
Q1 		$983K Buy
+39,664
New +$996K 0.01% 627

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

Beacon Pointe Advisors's SCHO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.13% in Q2 2026, selling an estimated $8.56K and leaving 282,065 shares worth $6.81M. The position accounts for 0.03% of the portfolio, ranked #439.

Beacon Pointe Advisors first reported a position in SCHO in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.85M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Beacon Pointe Advisors held 282,065 shares of Schwab Short-Term US Treasury ETF worth $6.81M as of Q2 2026.
  • Beacon Pointe Advisors sold 354 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $8.56K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #439 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Schwab Short-Term US Treasury ETF position peaked at $6.85M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.