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

First Horizon 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
2025 Q2	$19.1K	Hold	784	–	–	﹤0.01%	1446
2025 Q1	$19.1K	Hold	784	–	–	﹤0.01%	1346
2024 Q4	$18.9K	Hold	784	–	–	﹤0.01%	1349
2024 Q3	$19.2K	Hold	784	–	–	﹤0.01%	1373
2024 Q2	$18.9K	Hold	784	–	–	﹤0.01%	1297
2024 Q1	$18.9K	Hold	784	–	–	﹤0.01%	1359
2023 Q4	$19K	Buy	784 +190	+32%	+$4.56K	﹤0.01%	1356
2023 Q3	$14.2K	Hold	594	–	–	﹤0.01%	1374
2023 Q2	$14.3K	Hold	594	–	–	﹤0.01%	1406
2023 Q1	$14.5K	Sell	594 -510	-46%	-$12.3K	﹤0.01%	1397
2022 Q4	$26.6K	Buy	1,104 +510	+86%	+$12.3K	﹤0.01%	1151
2022 Q3	$14K	Sell	594 -150	-20%	-$3.67K	﹤0.01%	1372
2022 Q2	$18K	Buy	+744	New	+$18.3K	﹤0.01%	1345
2022 Q1	–	Sell	-744	Closed	-$18K	–	2206
2021 Q4	$18K	Buy	744 +32	+4%	+$816	﹤0.01%	1311
2021 Q3	$18K	Hold	712	–	–	﹤0.01%	1322
2021 Q2	$18K	Sell	712 -1,240	-64%	-$31.8K	﹤0.01%	1151
2021 Q1	$50K	Sell	1,952 -384	-16%	-$9.86K	﹤0.01%	744
2020 Q4	$60K	Buy	2,336 +4	+0.2%	+$103	﹤0.01%	546
2020 Q3	$60K	Buy	2,332 +2	+0.1%	+$52	﹤0.01%	493
2020 Q2	$60K	Sell	2,330 -4,508	-66%	-$116K	﹤0.01%	482
2020 Q1	$176K	Sell	6,838 -715,706	-99%	-$18.2M	0.02%	301
2019 Q4	$18.2M	Buy	722,544 +50,038	+7%	+$1.26M	1.34%	17
2019 Q3	$17M	Buy	672,506 +55,896	+9%	+$1.41M	1.33%	17
2019 Q2	$15.6M	Buy	616,610 +20,436	+3%	+$513K	1.2%	20
2019 Q1	$15M	Buy	596,174 +24,834	+4%	+$620K	1.2%	20
2018 Q4	$14.3M	Buy	571,340 +267,474	+88%	+$6.63M	1.27%	17
2018 Q3	$7.53M	Buy	303,866 +21,968	+8%	+$545K	0.59%	51
2018 Q2	$7.01M	Buy	+281,898	New	+$7M	0.59%	52

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's SCHO Position: Q2 2025 in Review

First Horizon Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2025 at 784 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

First Horizon Advisors first reported a position in SCHO in Q2 2018 and has held it in 28 quarters since. The position peaked at $18.2M in Q4 2019. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

First Horizon Advisors held 784 shares of Schwab Short-Term US Treasury ETF worth $19.1K as of Q2 2025.
First Horizon Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2025.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1446 holding.
First Horizon Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 28 quarters since.
First Horizon Advisors's Schwab Short-Term US Treasury ETF position peaked at $18.2M in Q4 2019.
655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.