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Nicholas Hoffman & Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nicholas Hoffman & Company’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 		– Sell
-11,275
Closed -$274K – 348
2026
Q1 		$274K Buy
+11,275
New +$274K 0.01% 288

Other funds holding SCHO

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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

Nicholas Hoffman & Company's SCHO Position: Q2 2026 in Review

Nicholas Hoffman & Company sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 11,275 shares — an estimated $274K sold.

Nicholas Hoffman & Company first reported a position in SCHO in Q1 2026 and held it in 1 quarter. The position peaked at $274K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Nicholas Hoffman & Company reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 11,275 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $274K.
  • Nicholas Hoffman & Company first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Nicholas Hoffman & Company's Schwab Short-Term US Treasury ETF position peaked at $274K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.