Burk Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Burk Holdings’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	$2.63M	Buy	109,142 +23,144	+27%	+$559K	0.97%	26
2026 Q1	$2.09M	Buy	85,998 +14,113	+20%	+$344K	0.89%	27
2025 Q4	$1.75M	Buy	71,885 +19,984	+39%	+$487K	0.84%	27
2025 Q3	$1.27M	Buy	51,901 +13,611	+36%	+$331K	0.68%	30
2025 Q2	$934K	Buy	38,290 +28,509	+291%	+$693K	0.58%	31
2025 Q1	$238K	Buy	+9,781	New	+$237K	0.18%	54

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

Burk Holdings's SCHO Position: Q2 2026 in Review

Burk Holdings increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 27% in Q2 2026, buying an estimated $559K and bringing the position to 109,142 shares worth $2.63M. The position accounts for 0.97% of the portfolio, ranked #26.

Burk Holdings first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Burk Holdings held 109,142 shares of Schwab Short-Term US Treasury ETF worth $2.63M as of Q2 2026.
Burk Holdings bought 23,144 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $559K.
Schwab Short-Term US Treasury ETF made up 0.97% of Burk Holdings's portfolio in Q2 2026, its #26 holding.
Burk Holdings first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.