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

Chapman Financial Group’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 		$10.5K Hold
436
– – 0.01% 225
2026
Q1 		$10.6K Hold
436
– – 0.01% 224
2025
Q4 		$10.6K Hold
436
– – 0.01% 220
2025
Q3 		$10.6K Hold
436
– – 0.01% 218
2025
Q2 		$10.6K Buy
+436
New +$10.6K 0.01% 183
2024
Q4 		$10.5K Buy
+436
New +$10.6K 0.01% 188

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

Chapman Financial Group's SCHO Position: Q2 2026 in Review

Chapman Financial Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 436 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Chapman Financial Group first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6K in Q3 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Chapman Financial Group held 436 shares of Schwab Short-Term US Treasury ETF worth $10.5K as of Q2 2026.
  • Chapman Financial Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Chapman Financial Group's portfolio in Q2 2026, its #225 holding.
  • Chapman Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Schwab Short-Term US Treasury ETF position peaked at $10.6K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.