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SCHO icon

BOK Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

BOK Financial’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 		$13.3K Buy
+552
New +$13.3K ﹤0.01% 953
2026
Q1 		– Sell
-3,186
Closed -$77.6K – 1098
2025
Q4 		$77.6K Buy
3,186
+1,086
+52% +$26.5K ﹤0.01% 792
2025
Q3 		$51.2K Sell
2,100
-2,887
-58% -$70.2K ﹤0.01% 840
2025
Q2 		$122K Buy
4,987
+3,811
+324% +$92.6K ﹤0.01% 747
2025
Q1 		$28.6K Hold
1,176
– – ﹤0.01% 882
2024
Q4 		$28.3K Sell
1,176
-13,630
-92% -$330K ﹤0.01% 880
2024
Q3 		$361K Hold
14,806
– – 0.01% 622
2024
Q2 		$356K Hold
14,806
– – 0.01% 661
2024
Q1 		$355K Sell
14,806
-1,622
-10% -$39.2K 0.01% 616
2023
Q4 		$398K Buy
16,428
+15,252
+1,297% +$366K 0.01% 575
2023
Q3 		$28.2K Buy
1,176
+766
+187% +$18.4K ﹤0.01% 814
2023
Q2 		$9.85K Hold
410
– – ﹤0.01% 928
2023
Q1 		$10K Buy
+410
New +$9.93K ﹤0.01% 996

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

BOK Financial's SCHO Position: Q2 2026 in Review

BOK Financial opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 552 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: BOK Financial previously reported a position in SCHO as recently as Q4 2025.

BOK Financial first reported a position in SCHO in Q1 2023 and has held it in 13 quarters since. The position peaked at $398K in Q4 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • BOK Financial held 552 shares of Schwab Short-Term US Treasury ETF worth $13.3K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new BOK Financial position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #953 holding.
  • BOK Financial first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
  • BOK Financial's Schwab Short-Term US Treasury ETF position peaked at $398K in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.