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Bernard Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bernard Wealth 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 		– Sell
-64
Closed -$1.55K – 359
2026
Q1 		$1.55K Buy
+64
New +$1.56K ﹤0.01% 303

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

Bernard Wealth Management's SCHO Position: Q2 2026 in Review

Bernard Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 64 shares — an estimated $1.55K sold.

Bernard Wealth Management first reported a position in SCHO in Q1 2026 and held it in 1 quarter. The position peaked at $1.55K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Bernard Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 64 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.55K.
  • Bernard Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Bernard Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.55K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.