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Blue Trust Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blue Trust 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 		$71.2K Buy
2,950
+349
+13% +$8.44K ﹤0.01% 1186
2026
Q1 		$63.1K Buy
2,601
+196
+8% +$4.77K ﹤0.01% 1230
2025
Q4 		$58.6K Buy
2,405
+308
+15% +$7.51K ﹤0.01% 1296
2025
Q3 		$51.2K Sell
2,097
-51
-2% -$1.24K ﹤0.01% 1405
2025
Q2 		$52.4K Buy
2,148
+783
+57% +$19K ﹤0.01% 1445
2025
Q1 		$33.2K Sell
1,365
-2,313
-63% -$56K ﹤0.01% 1528
2024
Q4 		$88.5K Sell
3,678
-13,334
-78% -$323K ﹤0.01% 983
2024
Q3 		$409K Buy
17,012
+12,174
+252% +$296K 0.01% 547
2024
Q2 		$117K Buy
4,838
+3,982
+465% +$95.5K ﹤0.01% 906
2024
Q1 		$20.6K Sell
856
-3,684
-81% -$89K ﹤0.01% 1221
2023
Q4 		$109K Buy
4,540
+4,280
+1,646% +$103K ﹤0.01% 650
2023
Q3 		$6K Hold
260
– – ﹤0.01% 1600
2023
Q2 		$6K Sell
260
-4,582
-95% -$111K ﹤0.01% 1483
2023
Q1 		$117K Buy
4,842
+4,312
+814% +$104K ﹤0.01% 721
2022
Q4 		$13K Buy
530
+184
+53% +$4.44K ﹤0.01% 1456
2022
Q3 		$9K Sell
346
-82
-19% -$2.01K ﹤0.01% 1388
2022
Q2 		$11K Buy
+428
New +$10.6K ﹤0.01% 1178

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

Blue Trust Inc's SCHO Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,950 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Blue Trust Inc first reported a position in SCHO in Q2 2022 and has held it in 17 quarters since. The position peaked at $409K in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Blue Trust Inc held 2,950 shares of Schwab Short-Term US Treasury ETF worth $71.2K as of Q2 2026.
  • Blue Trust Inc bought 349 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $8.44K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1186 holding.
  • Blue Trust Inc first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Schwab Short-Term US Treasury ETF position peaked at $409K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.