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L. Roy Papp & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

L. Roy Papp & Associates’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 		$11.3M Sell
467,341
-5,139
-1% -$124K 1.19% 27
2026
Q1 		$11.5M Buy
472,480
+296,433
+168% +$7.22M 1.32% 24
2025
Q4 		$4.29M Buy
176,047
+162,697
+1,219% +$3.97M 0.47% 45
2025
Q3 		$326K Buy
13,350
+578
+5% +$14.1K 0.04% 149
2025
Q2 		$311K Buy
12,772
+660
+5% +$16K 0.04% 150
2025
Q1 		$295K Buy
12,112
+749
+7% +$18.1K 0.04% 149
2024
Q4 		$273K Buy
11,363
+201
+2% +$4.87K 0.03% 154
2024
Q3 		$273K Buy
11,162
+4
+0% +$97 0.03% 151
2024
Q2 		$269K Sell
11,158
-3,888
-26% -$93.3K 0.03% 153
2024
Q1 		$363K Buy
15,046
+134
+0.9% +$3.24K 0.04% 137
2023
Q4 		$361K Hold
14,912
– – 0.04% 136
2023
Q3 		$357K Sell
14,912
-900
-6% -$21.6K 0.05% 131
2023
Q2 		$380K Hold
15,812
– – 0.05% 132
2023
Q1 		$386K Hold
15,812
– – 0.05% 133
2022
Q4 		$381K Hold
15,812
– – 0.05% 132
2022
Q3 		$382K Sell
15,812
-4,000
-20% -$97.8K 0.06% 127
2022
Q2 		$487K Hold
19,812
– – 0.07% 119
2022
Q1 		$491K Buy
19,812
+800
+4% +$20.1K 0.06% 126
2021
Q4 		$483K Sell
19,012
-800
-4% -$20.4K 0.06% 129
2021
Q3 		$507K Hold
19,812
– – 0.06% 125
2021
Q2 		$507K Hold
19,812
– – 0.06% 126
2021
Q1 		$508K Sell
19,812
-3,400
-15% -$87.3K 0.07% 120
2020
Q4 		$596K Buy
23,212
+284
+1% +$7.3K 0.07% 122
2020
Q3 		$590K Sell
22,928
-80
-0.3% -$2.06K 0.08% 118
2020
Q2 		$594K Hold
23,008
– – 0.08% 118
2020
Q1 		$595K Sell
23,008
-20
-0.1% -$509 0.11% 112
2019
Q4 		$581K Hold
23,028
– – 0.08% 124
2019
Q3 		$582K Hold
23,028
– – 0.09% 119
2019
Q2 		$582K Buy
+23,028
New +$578K 0.09% 122

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

L. Roy Papp & Associates's SCHO Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.1% in Q2 2026, selling an estimated $124K and leaving 467,341 shares worth $11.3M. The position accounts for 1.19% of the portfolio, ranked #27.

L. Roy Papp & Associates first reported a position in SCHO in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.5M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • L. Roy Papp & Associates held 467,341 shares of Schwab Short-Term US Treasury ETF worth $11.3M as of Q2 2026.
  • L. Roy Papp & Associates sold 5,139 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $124K.
  • Schwab Short-Term US Treasury ETF made up 1.19% of L. Roy Papp & Associates's portfolio in Q2 2026, its #27 holding.
  • L. Roy Papp & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 29 quarters since.
  • L. Roy Papp & Associates's Schwab Short-Term US Treasury ETF position peaked at $11.5M in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.