Nalls Sherbakoff Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nalls Sherbakoff Group’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	$203K	Hold	8,413	–	–	0.14%	95
2026 Q1	$204K	Hold	8,413	–	–	0.15%	100
2025 Q4	$205K	Hold	8,413	–	–	0.15%	103
2025 Q3	$205K	Hold	8,413	–	–	0.14%	101
2025 Q2	$205K	Hold	8,413	–	–	0.15%	96
2025 Q1	$205K	Buy	+8,413	New	+$204K	0.17%	91
2023 Q4	$63.3K	Hold	2,614	–	–	0.06%	147
2023 Q3	$62.6K	Hold	2,614	–	–	0.06%	139
2023 Q2	$63.3K	Hold	2,614	–	–	0.06%	146
2023 Q1	$63.7K	Buy	+2,614	New	+$63.3K	0.06%	145
2018 Q4	$58K	Buy	+2,316	New	+$57.4K	0.09%	129

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nalls Sherbakoff Group's SCHO Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 8,413 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #95.

Nalls Sherbakoff Group first reported a position in SCHO in Q4 2018 and has held it in 11 quarters since. The position peaked at $205K in Q3 2025. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Nalls Sherbakoff Group held 8,413 shares of Schwab Short-Term US Treasury ETF worth $203K as of Q2 2026.
Nalls Sherbakoff Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.14% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #95 holding.
Nalls Sherbakoff Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab Short-Term US Treasury ETF position peaked at $205K in Q3 2025.
723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.