Crewe Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Crewe Advisors’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	$53.3K	Hold	2,209	–	–	﹤0.01%	424
2026 Q1	$53.6K	Hold	2,209	–	–	﹤0.01%	372
2025 Q4	$53.8K	Buy	+2,209	New	+$53.9K	﹤0.01%	355
2023 Q2	–	Sell	-624	Closed	-$15.2K	–	986
2023 Q1	$15.2K	Buy	+624	New	+$15.1K	﹤0.01%	481
2022 Q4	–	Sell	-5,270	Closed	-$127K	–	1230
2022 Q3	$127K	Buy	+5,270	New	+$129K	0.02%	196

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

Crewe Advisors's SCHO Position: Q2 2026 in Review

Crewe Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 2,209 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Crewe Advisors first reported a position in SCHO in Q3 2022 and has held it in 5 quarters since. The position peaked at $127K in Q3 2022. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Crewe Advisors held 2,209 shares of Schwab Short-Term US Treasury ETF worth $53.3K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #424 holding.
Crewe Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 5 quarters since.
Crewe Advisors's Schwab Short-Term US Treasury ETF position peaked at $127K in Q3 2022.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.