Nations Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nations Financial 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 Q3	$1.84M	Buy	77,324 +18,850	+32%	+$453K	0.09%	223
2026 Q2	$1.41M	Buy	58,474 +1,664	+3%	+$40.2K	0.07%	293
2026 Q1	$1.38M	Buy	56,810 +6,580	+13%	+$160K	0.07%	292
2025 Q4	$1.22M	Buy	50,230 +23,404	+87%	+$571K	0.06%	298
2025 Q3	$655K	Buy	+26,826	New	+$653K	0.04%	428

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Nations Financial Group's SCHO Position: Q3 2026 in Review

Nations Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 32% in Q3 2026, buying an estimated $453K and bringing the position to 77,324 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #223.

Nations Financial Group first reported a position in SCHO in Q3 2025 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Nations Financial Group held 77,324 shares of Schwab Short-Term US Treasury ETF worth $1.84M as of Q3 2026.
Nations Financial Group bought 18,850 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $453K.
Schwab Short-Term US Treasury ETF made up 0.09% of Nations Financial Group's portfolio in Q3 2026, its #223 holding.
Nations Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.