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Global Retirement Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Global Retirement Partners’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 		$2.1M Buy
+86,863
New +$2.1M 0.03% 474
2025
Q4 		$2.08M Buy
85,262
+19,880
+30% +$485K 0.04% 423
2025
Q3 		$1.6M Sell
65,382
-3,263
-5% -$79.4K 0.04% 404
2025
Q2 		$1.67M Buy
+68,645
New +$1.67M 0.04% 379
2024
Q4 		$1.09M Buy
45,273
+5,091
+13% +$123K 0.03% 429
2024
Q3 		$984K Sell
40,182
-9,892
-20% -$240K 0.03% 448
2024
Q2 		$1.21M Buy
50,074
+6,416
+15% +$154K 0.04% 382
2024
Q1 		$1.05M Buy
43,658
+2,716
+7% +$65.6K 0.04% 350
2023
Q4 		$994K Buy
40,942
+9,674
+31% +$232K 0.04% 341
2023
Q3 		$746K Sell
31,268
-1,152
-4% -$27.6K 0.04% 356
2023
Q2 		$779K Sell
32,420
-2,786
-8% -$67.6K 0.04% 357
2023
Q1 		$859K Buy
35,206
+26,350
+298% +$638K 0.05% 328
2022
Q4 		$214K Sell
8,856
-176
-2% -$4.24K 0.01% 577
2022
Q3 		$217K Sell
9,032
-762
-8% -$18.6K 0.02% 544
2022
Q2 		$241K Buy
9,794
+294
+3% +$7.25K 0.02% 510
2022
Q1 		$235K Buy
+9,500
New +$239K 0.02% 517
2021
Q4 		– Sell
-16,334
Closed -$418K – 1498
2021
Q3 		$418K Buy
16,334
+86
+0.5% +$2.2K 0.04% 327
2021
Q2 		$416K Buy
16,248
+96
+0.6% +$2.46K 0.04% 324
2021
Q1 		$414K Hold
16,152
– – 0.05% 287
2020
Q4 		$415K Hold
16,152
– – 0.05% 264
2020
Q3 		$416K Hold
16,152
– – 0.06% 251
2020
Q2 		$417K Sell
16,152
-378
-2% -$9.76K 0.07% 249
2020
Q1 		$428K Buy
16,530
+98
+0.6% +$2.5K 0.08% 214
2019
Q4 		$415K Hold
16,432
– – 0.06% 258
2019
Q3 		$416K Hold
16,432
– – 0.07% 240
2019
Q2 		$416K Buy
16,432
+100
+0.6% +$2.51K 0.08% 211
2019
Q1 		$410K Buy
16,332
+8,688
+114% +$217K 0.1% 182
2018
Q4 		$191K Sell
7,644
-480
-6% -$11.9K 0.05% 293
2018
Q3 		$201K Buy
8,124
+6,664
+456% +$165K 0.05% 297
2018
Q2 		$36K Hold
1,460
– – 0.01% 626
2018
Q1 		$36K Sell
1,460
-320
-18% -$7.98K 0.01% 608
2017
Q4 		$45K Buy
+1,780
New +$44.7K 0.01% 522

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

Global Retirement Partners's SCHO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 86,863 shares worth $2.1M. The stake represents 0.03% of the portfolio and ranks #474 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHO as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHO in Q4 2017 and has held it in 32 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Global Retirement Partners held 86,863 shares of Schwab Short-Term US Treasury ETF worth $2.1M as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #474 holding.
  • Global Retirement Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 32 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.