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GLOBALT Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

GLOBALT Investments’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 		$3.13M Sell
129,666
-6,288
-5% -$152K 0.11% 98
2026
Q1 		$3.3M Buy
135,954
+44,257
+48% +$1.08M 0.12% 91
2025
Q4 		$2.23M Sell
91,697
-2,951
-3% -$72K 0.08% 110
2025
Q3 		$2.31M Sell
94,648
-5,635
-6% -$137K 0.08% 111
2025
Q2 		$2.44M Sell
100,283
-11,491
-10% -$279K 0.09% 111
2025
Q1 		$2.72M Sell
111,774
-11,806
-10% -$286K 0.11% 106
2024
Q4 		$2.97M Sell
123,580
-3,976
-3% -$96.3K 0.11% 101
2024
Q3 		$3.12M Sell
127,556
-3,358
-3% -$81.6K 0.12% 101
2024
Q2 		$3.15M Sell
130,914
-14,752
-10% -$354K 0.13% 91
2024
Q1 		$3.51M Sell
145,666
-5,062
-3% -$122K 0.14% 87
2023
Q4 		$3.65M Buy
+150,728
New +$3.62M 0.15% 85

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

GLOBALT Investments's SCHO Position: Q2 2026 in Review

GLOBALT Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.6% in Q2 2026, selling an estimated $152K and leaving 129,666 shares worth $3.13M. The position accounts for 0.11% of the portfolio, ranked #98.

GLOBALT Investments first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • GLOBALT Investments held 129,666 shares of Schwab Short-Term US Treasury ETF worth $3.13M as of Q2 2026.
  • GLOBALT Investments sold 6,288 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $152K.
  • Schwab Short-Term US Treasury ETF made up 0.11% of GLOBALT Investments's portfolio in Q2 2026, its #98 holding.
  • GLOBALT Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Schwab Short-Term US Treasury ETF position peaked at $3.65M in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.