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Joel Isaacson & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Joel Isaacson & Co’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 		$1.51M Buy
62,651
+3,210
+5% +$77.6K 0.04% 167
2026
Q1 		$1.44M Buy
+59,441
New +$1.45M 0.05% 164

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

Joel Isaacson & Co's SCHO Position: Q2 2026 in Review

Joel Isaacson & Co increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.4% in Q2 2026, buying an estimated $77.6K and bringing the position to 62,651 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #167.

Joel Isaacson & Co first reported a position in SCHO in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Joel Isaacson & Co held 62,651 shares of Schwab Short-Term US Treasury ETF worth $1.51M as of Q2 2026.
  • Joel Isaacson & Co bought 3,210 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $77.6K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Joel Isaacson & Co's portfolio in Q2 2026, its #167 holding.
  • Joel Isaacson & Co first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.