BEI
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Benjamin Edwards Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Benjamin Edwards Inc’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 		$3.39M Buy
140,504
+5,666
+4% +$137K 0.03% 437
2026
Q1 		$3.27M Buy
134,838
+6,779
+5% +$165K 0.03% 417
2025
Q4 		$3.12M Buy
128,059
+10,518
+9% +$256K 0.03% 402
2025
Q3 		$2.87M Buy
117,541
+10,999
+10% +$268K 0.03% 420
2025
Q2 		$2.6M Buy
106,542
+13,456
+14% +$327K 0.03% 407
2025
Q1 		$2.27M Buy
93,086
+12,947
+16% +$313K 0.03% 390
2024
Q4 		$1.93M Buy
80,139
+12,173
+18% +$295K 0.03% 447
2024
Q3 		$1.66M Buy
+67,966
New +$1.65M 0.02% 468
2021
Q1 		– Sell
-546
Closed -$14K – 393
2020
Q4 		$14K Hold
546
– – 0.01% 318
2020
Q3 		$14K Sell
546
-83,982
-99% -$2.16M 0.01% 298
2020
Q2 		$2.18M Sell
84,528
-173,082
-67% -$4.47M 1.82% 6
2020
Q1 		$6.66M Buy
257,610
+14,404
+6% +$367K 6.92% 1
2019
Q4 		$6.14M Buy
243,206
+35,826
+17% +$905K 12.52% 1
2019
Q3 		$5.25M Buy
207,380
+4,294
+2% +$109K 11.36% 1
2019
Q2 		$5.14M Buy
203,086
+198,736
+4,569% +$4.99M 12.43% 1
2019
Q1 		$109K Buy
+4,350
New +$109K 0.52% 51

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

Benjamin Edwards Inc's SCHO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.2% in Q2 2026, buying an estimated $137K and bringing the position to 140,504 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #437.

Benjamin Edwards Inc first reported a position in SCHO in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.66M in Q1 2020. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Benjamin Edwards Inc held 140,504 shares of Schwab Short-Term US Treasury ETF worth $3.39M as of Q2 2026.
  • Benjamin Edwards Inc bought 5,666 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $137K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #437 holding.
  • Benjamin Edwards Inc first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 16 quarters since.
  • Benjamin Edwards Inc's Schwab Short-Term US Treasury ETF position peaked at $6.66M in Q1 2020.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.