Beckerman Institutional’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beckerman Institutional’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	$3.16M	Sell	130,698 -876	-0.7%	-$21.2K	1.5%	19
2026 Q1	$3.19M	Buy	131,574 +5,104	+4%	+$124K	1.7%	16
2025 Q4	$3.08M	Sell	126,470 -235	-0.2%	-$5.73K	1.73%	14
2025 Q3	$3.09M	Buy	126,705 +10,959	+9%	+$267K	1.82%	14
2025 Q2	$2.82M	Buy	115,746 +18,367	+19%	+$446K	1.87%	13
2025 Q1	$2.37M	Buy	97,379 +7,092	+8%	+$172K	1.72%	13
2024 Q4	$2.17M	Buy	90,287 +15,915	+21%	+$385K	1.74%	13
2024 Q3	$1.82M	Buy	+74,372	New	+$1.81M	1.53%	15

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

Beckerman Institutional's SCHO Position: Q2 2026 in Review

Beckerman Institutional reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.67% in Q2 2026, selling an estimated $21.2K and leaving 130,698 shares worth $3.16M. The position accounts for 1.5% of the portfolio, ranked #19.

Beckerman Institutional first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Beckerman Institutional held 130,698 shares of Schwab Short-Term US Treasury ETF worth $3.16M as of Q2 2026.
Beckerman Institutional sold 876 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $21.2K.
Schwab Short-Term US Treasury ETF made up 1.5% of Beckerman Institutional's portfolio in Q2 2026, its #19 holding.
Beckerman Institutional first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's Schwab Short-Term US Treasury ETF position peaked at $3.19M in Q1 2026.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.