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Johnson Financial Group LLC (Colorado)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$3.64M Buy
150,916
+2,660
+2% +$64.3K 0.2% 29
2026
Q1 		$3.6M Sell
148,256
-20,241
-12% -$493K 0.24% 24
2025
Q4 		$4.11M Buy
168,497
+66,025
+64% +$1.61M 0.25% 21
2025
Q3 		$2.5M Buy
102,472
+396
+0.4% +$9.64K 0.23% 21
2025
Q2 		$2.49M Sell
102,076
-1,112
-1% -$27K 0.24% 20
2025
Q1 		$2.51M Sell
103,188
-4,880
-5% -$118K 0.27% 21
2024
Q4 		$2.6M Buy
108,068
+79,716
+281% +$1.93M 0.3% 19
2024
Q3 		$694K Buy
28,352
+38
+0.1% +$924 0.08% 28
2024
Q2 		$681K Sell
28,314
-616,462
-96% -$14.8M 0.09% 24
2024
Q1 		$15.5M Sell
644,776
-3,534
-0.5% -$85.3K 1.96% 8
2023
Q4 		$15.7M Buy
648,310
+631,504
+3,758% +$15.2M 2.01% 9
2023
Q3 		$402K Buy
16,806
+292
+2% +$7K 0.06% 31
2023
Q2 		$397K Buy
16,514
+1,306
+9% +$31.7K 0.05% 30
2023
Q1 		$371K Buy
+15,208
New +$368K 0.06% 27
2022
Q4 		– Sell
-470,888
Closed -$11.4M – 50
2022
Q3 		$11.4M Buy
470,888
+446,260
+1,812% +$10.9M 1.55% 13
2022
Q2 		$605K Buy
24,628
+15,936
+183% +$393K 0.12% 24
2022
Q1 		$215K Buy
8,692
+474
+6% +$11.9K 0.04% 44
2021
Q4 		$209K Buy
+8,218
New +$210K 0.03% 69
2021
Q3 		– Sell
-8,460
Closed -$217K – 81
2021
Q2 		$217K Buy
+8,460
New +$217K 0.04% 77
2019
Q1 		– Sell
-152,294
Closed -$3.8M – 31
2018
Q4 		$3.8M Buy
+152,294
New +$3.78M 2.05% 13
2018
Q1 		$371K Buy
+14,894
New +$371K 0.3% 24

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

Johnson Financial Group LLC (Colorado)'s SCHO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q2 2026, buying an estimated $64.3K and bringing the position to 150,916 shares worth $3.64M. The position accounts for 0.2% of the portfolio, ranked #29.

Johnson Financial Group LLC (Colorado) first reported a position in SCHO in Q1 2018 and has held it in 21 quarters since. The position peaked at $15.7M in Q4 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 150,916 shares of Schwab Short-Term US Treasury ETF worth $3.64M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,660 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $64.3K.
  • Schwab Short-Term US Treasury ETF made up 0.2% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #29 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 21 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Schwab Short-Term US Treasury ETF position peaked at $15.7M in Q4 2023.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.