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HB Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

HB Wealth 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 		$5.45M Sell
225,822
-980
-0.4% -$23.7K 0.03% 261
2026
Q1 		$5.5M Buy
226,802
+1,852
+0.8% +$45.1K 0.04% 245
2025
Q4 		$5.48M Sell
224,950
-10,353
-4% -$252K 0.04% 241
2025
Q3 		$5.74M Buy
235,303
+16,785
+8% +$408K 0.04% 235
2025
Q2 		$5.33M Buy
+218,518
New +$5.31M 0.04% 220
2024
Q4 		– Sell
-12,198
Closed -$299K – 1111
2024
Q3 		$299K Sell
12,198
-358
-3% -$8.7K ﹤0.01% 761
2024
Q2 		$302K Sell
12,556
-144
-1% -$3.45K ﹤0.01% 709
2024
Q1 		$306K Sell
12,700
-10,384
-45% -$251K ﹤0.01% 649
2023
Q4 		$559K Buy
23,084
+9,156
+66% +$220K 0.01% 426
2023
Q3 		$334K Sell
13,928
-31,020
-69% -$744K 0.01% 539
2023
Q2 		$1.08M Sell
44,948
-5,944
-12% -$144K 0.02% 283
2023
Q1 		$1.24M Sell
50,892
-1,018
-2% -$24.7K 0.02% 257
2022
Q4 		$1.25M Buy
+51,910
New +$1.25M 0.02% 254
2022
Q2 		– Sell
-15,802
Closed -$391K – 616
2022
Q1 		$391K Sell
15,802
-20,326
-56% -$510K 0.01% 391
2021
Q4 		$919K Buy
+36,128
New +$921K 0.02% 247

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

HB Wealth Management's SCHO Position: Q2 2026 in Review

HB Wealth Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.43% in Q2 2026, selling an estimated $23.7K and leaving 225,822 shares worth $5.45M. The position accounts for 0.03% of the portfolio, ranked #261.

HB Wealth Management first reported a position in SCHO in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.74M in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • HB Wealth Management held 225,822 shares of Schwab Short-Term US Treasury ETF worth $5.45M as of Q2 2026.
  • HB Wealth Management sold 980 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $23.7K.
  • Schwab Short-Term US Treasury ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #261 holding.
  • HB Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 15 quarters since.
  • HB Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $5.74M in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.