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

Destination 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	$218K	Hold	9,030	–	–	0.01%	314
2026 Q1	$219K	Buy	+9,030	New	+$220K	0.01%	293
2023 Q1	–	Sell	-23,822	Closed	-$575K	–	224
2022 Q4	$575K	Buy	+23,822	New	+$574K	0.02%	139
2022 Q3	–	Sell	-18,430	Closed	-$453K	–	196
2022 Q2	$453K	Buy	+18,430	New	+$454K	0.02%	146
2019 Q3	–	Sell	-2,658	Closed	-$67K	–	428
2019 Q2	$67K	Sell	2,658 -632	-19%	-$15.9K	﹤0.01%	235
2019 Q1	$83K	Sell	3,290 -852	-21%	-$21.3K	﹤0.01%	206
2018 Q4	$103K	Buy	4,142 +168	+4%	+$4.17K	0.01%	178
2018 Q3	$98K	Sell	3,974 -372	-9%	-$9.23K	0.01%	204
2018 Q2	$108K	Buy	4,346 +104	+2%	+$2.58K	0.01%	177
2018 Q1	$63K	Buy	+4,242	New	+$106K	﹤0.01%	228
2016 Q2	–	Sell	-98,976	Closed	-$2.5M	–	163
2016 Q1	$2.5M	Hold	98,976	–	–	0.24%	56
2015 Q4	$2.5M	Sell	98,976 -35,288	-26%	-$893K	0.24%	56
2015 Q3	$3.41M	Buy	134,264 +20,786	+18%	+$527K	0.38%	53
2015 Q2	$2.88M	Buy	113,478 +4,370	+4%	+$111K	0.19%	80
2015 Q1	$2.77M	Sell	109,108 -440,700	-80%	-$11.2M	0.3%	46
2014 Q4	$13.9M	Buy	549,808 +509,676	+1,270%	+$12.9M	1.41%	36
2014 Q3	$1.01M	Sell	40,132 -293,648	-88%	-$7.43M	0.11%	63
2014 Q2	$8.45M	Buy	333,780 +20,354	+6%	+$515K	0.87%	40
2014 Q1	$7.92M	Sell	313,426 -216,628	-41%	-$5.48M	0.85%	39
2013 Q4	$13.4M	Buy	530,054 +285,562	+117%	+$7.22M	1.41%	37
2013 Q3	$6.18M	Buy	+244,492	New	+$6.17M	0.71%	45

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

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

Destination Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 9,030 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #314.

Destination Wealth Management first reported a position in SCHO in Q3 2013 and has held it in 21 quarters since. The position peaked at $13.9M in Q4 2014. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Destination Wealth Management held 9,030 shares of Schwab Short-Term US Treasury ETF worth $218K as of Q2 2026.
Destination Wealth Management 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 Destination Wealth Management's portfolio in Q2 2026, its #314 holding.
Destination Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2013 and has held it in 21 quarters since.
Destination Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $13.9M in Q4 2014.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.