Global Trust Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Global Trust Asset Management’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	$715K	Sell	29,600 -1,300	-4%	-$31.4K	0.22%	70
2026 Q1	$750K	Sell	30,900 -100	-0.3%	-$2.43K	0.29%	64
2025 Q4	$755K	Sell	31,000 -1,750	-5%	-$42.7K	0.3%	64
2025 Q3	$799K	Sell	32,750 -2,400	-7%	-$58.4K	0.36%	65
2025 Q2	$857K	Buy	35,150 +13,050	+59%	+$317K	0.46%	51
2025 Q1	$538K	Buy	+22,100	New	+$535K	0.33%	71

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

Global Trust Asset Management's SCHO Position: Q2 2026 in Review

Global Trust Asset Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.2% in Q2 2026, selling an estimated $31.4K and leaving 29,600 shares worth $715K. The position accounts for 0.22% of the portfolio, ranked #70.

Global Trust Asset Management first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q2 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Global Trust Asset Management held 29,600 shares of Schwab Short-Term US Treasury ETF worth $715K as of Q2 2026.
Global Trust Asset Management sold 1,300 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $31.4K.
Schwab Short-Term US Treasury ETF made up 0.22% of Global Trust Asset Management's portfolio in Q2 2026, its #70 holding.
Global Trust Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Global Trust Asset Management's Schwab Short-Term US Treasury ETF position peaked at $857K in Q2 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.