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Bellevue Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bellevue Asset 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 		$50.5K Buy
2,091
+430
+26% +$10.4K 0.02% 167
2026
Q1 		$40.3K Sell
1,661
-388
-19% -$9.45K 0.02% 182
2025
Q4 		$50K Buy
2,049
+25
+1% +$610 0.02% 157
2025
Q3 		$49.4K Buy
2,024
+304
+18% +$7.4K 0.02% 159
2025
Q2 		$41.9K Sell
1,720
-65
-4% -$1.58K 0.02% 172
2025
Q1 		$43.4K Sell
1,785
-329
-16% -$7.97K 0.02% 166
2024
Q4 		$50.9K Sell
2,114
-2,164
-51% -$52.4K 0.03% 153
2024
Q3 		$105K Buy
4,278
+4,222
+7,539% +$103K 0.05% 99
2024
Q2 		$1.35K Hold
56
– – ﹤0.01% 447
2024
Q1 		$1.35K Hold
56
– – ﹤0.01% 441
2023
Q4 		$1.36K Hold
56
– – ﹤0.01% 435
2023
Q3 		$1.34K Hold
56
– – ﹤0.01% 427
2023
Q2 		$1.34K Hold
56
– – ﹤0.01% 449
2023
Q1 		$1.37K Hold
56
– – ﹤0.01% 465
2022
Q4 		$1.35K Sell
56
-1,802
-97% -$43.4K ﹤0.01% 452
2022
Q3 		$45K Buy
1,858
+8
+0.4% +$196 0.04% 162
2022
Q2 		$46K Hold
1,850
– – 0.03% 164
2022
Q1 		$46K Sell
1,850
-5,386
-74% -$135K 0.03% 177
2021
Q4 		$184K Hold
7,236
– – 0.11% 75
2021
Q3 		$185K Hold
7,236
– – 0.11% 75
2021
Q2 		$185K Sell
7,236
-1,400
-16% -$35.9K 0.11% 75
2021
Q1 		$222K Sell
8,636
-1,406
-14% -$36.1K 0.14% 69
2020
Q4 		$258K Hold
10,042
– – 0.16% 61
2020
Q3 		$259K Buy
10,042
+1,138
+13% +$29.3K 0.18% 57
2020
Q2 		$230K Hold
8,904
– – 0.24% 60
2020
Q1 		$230K Buy
8,904
+3,840
+76% +$97.8K 0.24% 66
2019
Q4 		$128K Buy
+5,064
New +$128K 0.1% 95

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

Bellevue Asset Management's SCHO Position: Q2 2026 in Review

Bellevue Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 26% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,091 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #167.

Bellevue Asset Management first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $259K in Q3 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Bellevue Asset Management held 2,091 shares of Schwab Short-Term US Treasury ETF worth $50.5K as of Q2 2026.
  • Bellevue Asset Management bought 430 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #167 holding.
  • Bellevue Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Schwab Short-Term US Treasury ETF position peaked at $259K in Q3 2020.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.