MML Investors Services
SCHO icon

MML Investors Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MML Investors Services’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 		$44.7M Buy
1,850,117
+1,432,166
+343% +$34.6M 0.09% 219
2026
Q1 		$10.1M Sell
417,951
-63,888
-13% -$1.56M 0.03% 539
2025
Q4 		$11.7M Buy
481,839
+45,181
+10% +$1.1M 0.03% 519
2025
Q3 		$10.7M Buy
436,658
+136,739
+46% +$3.33M 0.03% 521
2025
Q2 		$7.31M Buy
299,919
+160,109
+115% +$3.89M 0.02% 646
2025
Q1 		$3.4M Sell
139,810
-147,474
-51% -$3.57M 0.01% 914
2024
Q4 		$6.91M Sell
287,284
-23,744
-8% -$575K 0.02% 582
2024
Q3 		$7.62M Sell
311,028
-336,102
-52% -$8.17M 0.03% 524
2024
Q2 		$15.6M Sell
647,130
-10,256
-2% -$246K 0.06% 296
2024
Q1 		$15.8M Buy
657,386
+52,364
+9% +$1.26M 0.07% 299
2023
Q4 		$14.7M Buy
605,022
+478,892
+380% +$11.5M 0.07% 288
2023
Q3 		$3.02M Sell
126,130
-202,780
-62% -$4.86M 0.02% 724
2023
Q2 		$7.9M Sell
328,910
-9,554
-3% -$232K 0.04% 390
2023
Q1 		$8.26M Sell
338,464
-56,298
-14% -$1.36M 0.06% 322
2022
Q4 		$9.52M Buy
394,762
+9,612
+2% +$232K 0.06% 313
2022
Q3 		$9.29M Sell
385,150
-47,550
-11% -$1.16M 0.07% 274
2022
Q2 		$10.6M Sell
432,700
-19,956
-4% -$492K 0.08% 252
2022
Q1 		$11.2M Sell
452,656
-3,038
-0.7% -$76.3K 0.08% 254
2021
Q4 		$11.6M Sell
455,694
-12,426
-3% -$317K 0.08% 254
2021
Q3 		$12M Buy
468,120
+13,490
+3% +$346K 0.1% 237
2021
Q2 		$11.6M Buy
454,630
+25,070
+6% +$643K 0.1% 228
2021
Q1 		$11M Buy
429,560
+43,000
+11% +$1.1M 0.11% 212
2020
Q4 		$9.93M Buy
386,560
+46,904
+14% +$1.21M 0.11% 198
2020
Q3 		$8.75M Buy
339,656
+4,632
+1% +$119K 0.11% 192
2020
Q2 		$8.65M Buy
335,024
+239,344
+250% +$6.18M 0.12% 190
2020
Q1 		$2.48M Buy
95,680
+76,462
+398% +$1.95M 0.04% 358
2019
Q4 		$485K Buy
19,218
+3,804
+25% +$96.1K 0.01% 1019
2019
Q3 		$390K Sell
15,414
-7,542
-33% -$191K 0.01% 1057
2019
Q2 		$581K Buy
22,956
+1,446
+7% +$36.3K 0.01% 953
2019
Q1 		$540K Buy
21,510
+7,388
+52% +$185K 0.01% 975
2018
Q4 		$352K Buy
+14,122
New +$350K 0.01% 1101

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

MML Investors Services's SCHO Position: Q2 2026 in Review

MML Investors Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 343% in Q2 2026, buying an estimated $34.6M and bringing the position to 1,850,117 shares worth $44.7M. The position accounts for 0.09% of the portfolio, ranked #219.

MML Investors Services first reported a position in SCHO in Q4 2018 and has held it in 31 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • MML Investors Services held 1,850,117 shares of Schwab Short-Term US Treasury ETF worth $44.7M as of Q2 2026.
  • MML Investors Services bought 1,432,166 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $34.6M.
  • Schwab Short-Term US Treasury ETF made up 0.09% of MML Investors Services's portfolio in Q2 2026, its #219 holding.
  • MML Investors Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.