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Morris Financial Concepts’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Morris Financial Concepts’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 		$435 Buy
+18
New +$435 ﹤0.01% 204
2023
Q1 		– Sell
-294
Closed -$7.09K – 155
2022
Q4 		$7.09K Buy
+294
New +$7.09K 0.01% 121

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

Morris Financial Concepts's SCHO Position: Q2 2026 in Review

Morris Financial Concepts opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 18 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Morris Financial Concepts previously reported a position in SCHO as recently as Q4 2022.

Morris Financial Concepts first reported a position in SCHO in Q4 2022 and has held it in 2 quarters since. The position peaked at $7.09K in Q4 2022. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Morris Financial Concepts held 18 shares of Schwab Short-Term US Treasury ETF worth $435 as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Morris Financial Concepts position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #204 holding.
  • Morris Financial Concepts first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 2 quarters since.
  • Morris Financial Concepts's Schwab Short-Term US Treasury ETF position peaked at $7.09K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.