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

Brown 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	$9.9M	Buy	409,958 +12,930	+3%	+$313K	2.21%	11
2026 Q1	$9.64M	Buy	397,028 +11,866	+3%	+$289K	2.48%	10
2025 Q4	$9.39M	Sell	385,162 -97,054	-20%	-$2.37M	2.47%	9
2025 Q3	$11.8M	Buy	482,216 +59,366	+14%	+$1.44M	3.3%	8
2025 Q2	$10.3M	Sell	422,850 -113,341	-21%	-$2.75M	3.2%	8
2025 Q1	$13.1M	Buy	536,191 +6,759	+1%	+$164K	4.49%	7
2024 Q4	$12.7M	Buy	529,432 +39,896	+8%	+$966K	4.52%	7
2024 Q3	$12M	Buy	489,536 +42,482	+10%	+$1.03M	4.33%	8
2024 Q2	$10.8M	Buy	447,054 +35,666	+9%	+$855K	4.34%	8
2024 Q1	$9.92M	Buy	411,388 +164,220	+66%	+$3.97M	4.1%	8
2023 Q4	$5.99M	Buy	247,168 +74,400	+43%	+$1.79M	2.65%	13
2023 Q3	$4.14M	Buy	172,768 +41,598	+32%	+$997K	1.97%	16
2023 Q2	$3.15M	Buy	+131,170	New	+$3.18M	1.63%	18

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brown Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.3% in Q2 2026, buying an estimated $313K and bringing the position to 409,958 shares worth $9.9M. The position accounts for 2.21% of the portfolio, ranked #11.

Brown Wealth Management first reported a position in SCHO in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.1M in Q1 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Brown Wealth Management held 409,958 shares of Schwab Short-Term US Treasury ETF worth $9.9M as of Q2 2026.
Brown Wealth Management bought 12,930 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $313K.
Schwab Short-Term US Treasury ETF made up 2.21% of Brown Wealth Management's portfolio in Q2 2026, its #11 holding.
Brown Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $13.1M in Q1 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.