Cerity Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cerity Partners’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	$37.6M	Sell	1,555,667 -137,165	-8%	-$3.32M	0.05%	311
2026 Q1	$41.1M	Sell	1,692,832 -417,878	-20%	-$10.2M	0.06%	278
2025 Q4	$51.4M	Sell	2,110,710 -656,792	-24%	-$16M	0.08%	229
2025 Q3	$67.5M	Sell	2,767,502 -500,148	-15%	-$12.2M	0.11%	168
2025 Q2	$79.7M	Buy	3,267,650 +3,205,930	+5,194%	+$77.9M	0.14%	147
2025 Q1	$1.5M	Buy	61,720 +2,118	+4%	+$51.3K	﹤0.01%	1246
2024 Q4	$1.43M	Buy	59,602 +47,216	+381%	+$1.14M	﹤0.01%	1253
2024 Q3	$303K	Buy	12,386 +312	+3%	+$7.58K	﹤0.01%	2055
2024 Q2	$291K	Buy	12,074 +140	+1%	+$3.36K	﹤0.01%	1840
2024 Q1	$288K	Sell	11,934 -816	-6%	-$19.7K	﹤0.01%	1893
2023 Q4	$309K	Buy	+12,750	New	+$306K	﹤0.01%	1500
2023 Q2	–	Sell	-11,220	Closed	-$1.29M	–	1912
2023 Q1	$1.29M	Buy	+11,220	New	+$272K	﹤0.01%	877
2022 Q2	–	Sell	-45,264	Closed	-$1.12M	–	1237
2022 Q1	$1.12M	Sell	45,264 -15,994	-26%	-$402K	0.02%	425
2021 Q4	$1.56M	Sell	61,258 -36,240	-37%	-$924K	0.02%	358
2021 Q3	$2.5M	Sell	97,498 -4,906	-5%	-$126K	0.05%	234
2021 Q2	$2.62M	Sell	102,404 -1,676	-2%	-$43K	0.06%	228
2021 Q1	$2.67M	Sell	104,080 -12,124	-10%	-$311K	0.06%	219
2020 Q4	$2.99M	Buy	+116,204	New	+$2.99M	0.1%	166

Other funds holding SCHO

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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's SCHO Position: Q2 2026 in Review

Cerity Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.1% in Q2 2026, selling an estimated $3.32M and leaving 1,555,667 shares worth $37.6M. The position accounts for 0.05% of the portfolio, ranked #311.

Cerity Partners first reported a position in SCHO in Q4 2020 and has held it in 18 quarters since. The position peaked at $79.7M in Q2 2025. 686 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Cerity Partners held 1,555,667 shares of Schwab Short-Term US Treasury ETF worth $37.6M as of Q2 2026.
Cerity Partners sold 137,165 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.32M.
Schwab Short-Term US Treasury ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #311 holding.
Cerity Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 18 quarters since.
Cerity Partners's Schwab Short-Term US Treasury ETF position peaked at $79.7M in Q2 2025.
686 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.