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Beverly Hills Private Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Beverly Hills Private Wealth’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 		$1.38M Buy
57,319
+47,893
+508% +$1.16M 0.26% 87
2026
Q1 		$229K Buy
9,426
+986
+12% +$24K 0.04% 309
2025
Q4 		$206K Buy
8,440
+41
+0.5% +$1K 0.04% 316
2025
Q3 		$205K Buy
+8,399
New +$204K 0.04% 326

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

Beverly Hills Private Wealth's SCHO Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 508% in Q2 2026, buying an estimated $1.16M and bringing the position to 57,319 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #87.

Beverly Hills Private Wealth first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Beverly Hills Private Wealth held 57,319 shares of Schwab Short-Term US Treasury ETF worth $1.38M as of Q2 2026.
  • Beverly Hills Private Wealth bought 47,893 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab Short-Term US Treasury ETF made up 0.26% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Beverly Hills Private Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.