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Fiduciary Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fiduciary Trust’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 		$791K Hold
32,780
– – 0.01% 473
2026
Q1 		$796K Sell
32,780
-5,276
-14% -$128K 0.01% 460
2025
Q4 		$927K Buy
+38,056
New +$928K 0.01% 430
2023
Q2 		– Sell
-9,362
Closed -$228K – 634
2023
Q1 		$228K Buy
+9,362
New +$227K ﹤0.01% 581

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

Fiduciary Trust's SCHO Position: Q2 2026 in Review

Fiduciary Trust held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 32,780 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #473.

Fiduciary Trust first reported a position in SCHO in Q1 2023 and has held it in 4 quarters since. The position peaked at $927K in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Fiduciary Trust held 32,780 shares of Schwab Short-Term US Treasury ETF worth $791K as of Q2 2026.
  • Fiduciary Trust 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 Fiduciary Trust's portfolio in Q2 2026, its #473 holding.
  • Fiduciary Trust first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 4 quarters since.
  • Fiduciary Trust's Schwab Short-Term US Treasury ETF position peaked at $927K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.