Johnson Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Johnson Investment Counsel’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	$606K	Buy	25,099 +1,601	+7%	+$38.7K	﹤0.01%	563
2026 Q1	$570K	Buy	+23,498	New	+$572K	﹤0.01%	549
2018 Q4	–	Sell	-9,326	Closed	-$231K	–	639
2018 Q3	$231K	Sell	9,326 -114,248	-92%	-$2.84M	0.01%	570
2018 Q2	$3.07M	Buy	+123,574	New	+$3.07M	0.08%	153

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

Johnson Investment Counsel's SCHO Position: Q2 2026 in Review

Johnson Investment Counsel increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.8% in Q2 2026, buying an estimated $38.7K and bringing the position to 25,099 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Johnson Investment Counsel first reported a position in SCHO in Q2 2018 and has held it in 4 quarters since. The position peaked at $3.07M in Q2 2018. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Johnson Investment Counsel held 25,099 shares of Schwab Short-Term US Treasury ETF worth $606K as of Q2 2026.
Johnson Investment Counsel bought 1,601 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $38.7K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #563 holding.
Johnson Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 4 quarters since.
Johnson Investment Counsel's Schwab Short-Term US Treasury ETF position peaked at $3.07M in Q2 2018.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.