Focus Partners Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Focus Partners Wealth’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	$5.37M	Sell	222,605 -128,595	-37%	-$3.11M	0.01%	926
2026 Q1	$8.52M	Buy	351,200 +11,440	+3%	+$278K	0.01%	768
2025 Q4	$8.28M	Buy	339,760 +186,268	+121%	+$4.54M	0.01%	766
2025 Q3	$3.75M	Buy	153,492 +16,206	+12%	+$394K	0.01%	835
2025 Q2	$3.35M	Sell	137,286 -2,888	-2%	-$70.2K	0.01%	785
2025 Q1	$3.41M	Buy	140,174 +2,678	+2%	+$64.8K	0.01%	735
2024 Q4	$3.31M	Sell	137,496 -3,722	-3%	-$90.1K	0.01%	731
2024 Q3	$3.46M	Buy	+141,218	New	+$3.43M	0.01%	648

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

Focus Partners Wealth's SCHO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 37% in Q2 2026, selling an estimated $3.11M and leaving 222,605 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #926.

Focus Partners Wealth first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.52M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Focus Partners Wealth held 222,605 shares of Schwab Short-Term US Treasury ETF worth $5.37M as of Q2 2026.
Focus Partners Wealth sold 128,595 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.11M.
Schwab Short-Term US Treasury ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #926 holding.
Focus Partners Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Schwab Short-Term US Treasury ETF position peaked at $8.52M in Q1 2026.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.