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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's SCHO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 73% in Q1 2026, buying an estimated $2.89M and bringing the position to 282,419 shares worth $6.85M. The position accounts for 0.04% of the portfolio, ranked #398.

Beacon Pointe Advisors first reported a position in SCHO in Q1 2022 and has held it in 17 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Beacon Pointe Advisors held 282,419 shares of Schwab Short-Term US Treasury ETF worth $6.85M as of Q1 2026.
Beacon Pointe Advisors bought 118,855 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $2.89M.
Schwab Short-Term US Treasury ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #398 holding.
Beacon Pointe Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 17 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.