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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
Q2 		$30.1K Hold
1,247
– – ﹤0.01% 312
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 $1.55T 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

Lowe Brockenbrough & Co's SCHO Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 1,247 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Lowe Brockenbrough & Co first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.4K in Q3 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Lowe Brockenbrough & Co held 1,247 shares of Schwab Short-Term US Treasury ETF worth $30.1K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #312 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's Schwab Short-Term US Treasury ETF position peaked at $30.4K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.