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SCHO icon

NewEdge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NewEdge Advisors’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 		$4.59M Buy
190,099
+45,012
+31% +$1.09M 0.01% 809
2026
Q1 		$3.52M Buy
145,087
+16,199
+13% +$394K 0.01% 834
2025
Q4 		$3.14M Buy
128,888
+27,567
+27% +$672K 0.01% 850
2025
Q3 		$2.47M Buy
101,321
+3,184
+3% +$77.5K 0.01% 912
2025
Q2 		$2.39M Sell
98,137
-24,723
-20% -$601K 0.01% 852
2025
Q1 		$2.99M Buy
122,860
+64,066
+109% +$1.55M 0.02% 688
2024
Q4 		$1.41M Sell
58,794
-69,250
-54% -$1.68M 0.01% 990
2024
Q3 		$3.14M Sell
128,044
-6,364
-5% -$155K 0.02% 621
2024
Q2 		$3.23M Buy
134,408
+88,758
+194% +$2.13M 0.02% 579
2024
Q1 		$1.1M Sell
45,650
-2,170
-5% -$52.4K 0.01% 961
2023
Q4 		$1.16M Buy
47,820
+11,482
+32% +$276K 0.01% 871
2023
Q3 		$870K Buy
36,338
+19,516
+116% +$468K 0.01% 923
2023
Q2 		$404K Buy
16,822
+186
+1% +$4.51K ﹤0.01% 1295
2023
Q1 		$407K Sell
16,636
-1,312
-7% -$31.8K 0.01% 1204
2022
Q4 		$409K Buy
17,948
+3,654
+26% +$88.1K 0.01% 867
2022
Q3 		$345K Sell
14,294
-592
-4% -$14.5K 0.01% 1130
2022
Q2 		$366K Buy
+14,886
New +$367K 0.01% 1129
2022
Q1 		– Sell
-20,034
Closed -$510K – 1551
2021
Q4 		$510K Buy
+20,034
New +$511K 0.01% 1065

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

NewEdge Advisors's SCHO Position: Q2 2026 in Review

NewEdge Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 31% in Q2 2026, buying an estimated $1.09M and bringing the position to 190,099 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #809.

NewEdge Advisors first reported a position in SCHO in Q4 2021 and has held it in 18 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • NewEdge Advisors held 190,099 shares of Schwab Short-Term US Treasury ETF worth $4.59M as of Q2 2026.
  • NewEdge Advisors bought 45,012 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.09M.
  • Schwab Short-Term US Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #809 holding.
  • NewEdge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.