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

Eaton Financial 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	$9.33M	Buy	386,620 +224,533	+139%	+$5.43M	2.56%	8
2026 Q1	$3.93M	Sell	162,087 -17,554	-10%	-$427K	1.29%	18
2025 Q4	$4.38M	Sell	179,641 -6,037	-3%	-$147K	1.18%	23
2025 Q3	$4.53M	Sell	185,678 -136,612	-42%	-$3.32M	1.28%	23
2025 Q2	$7.86M	Buy	+322,290	New	+$7.83M	2.42%	14

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

Eaton Financial Holdings's SCHO Position: Q2 2026 in Review

Eaton Financial Holdings increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 139% in Q2 2026, buying an estimated $5.43M and bringing the position to 386,620 shares worth $9.33M. The position accounts for 2.56% of the portfolio, ranked #8.

Eaton Financial Holdings first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Eaton Financial Holdings held 386,620 shares of Schwab Short-Term US Treasury ETF worth $9.33M as of Q2 2026.
Eaton Financial Holdings bought 224,533 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.43M.
Schwab Short-Term US Treasury ETF made up 2.56% of Eaton Financial Holdings's portfolio in Q2 2026, its #8 holding.
Eaton Financial Holdings first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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