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Lowe Brockenbrough & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lowe Brockenbrough & 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
Q1 		$30.3K Hold
1,247
– – ﹤0.01% 304
2025
Q4 		$30.4K Hold
1,247
– – ﹤0.01% 308
2025
Q3 		$30.4K Buy
+1,247
New +$30.3K ﹤0.01% 311

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lowe Brockenbrough & Co's SCHO Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 1,247 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Lowe Brockenbrough & Co first reported a position in SCHO in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.4K in Q3 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Lowe Brockenbrough & Co held 1,247 shares of Schwab Short-Term US Treasury ETF worth $30.3K as of Q1 2026.
  • Lowe Brockenbrough & Co left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #304 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Lowe Brockenbrough & Co's Schwab Short-Term US Treasury ETF position peaked at $30.4K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.