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Richards, Merrill & Peterson’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Richards, Merrill & Peterson’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 		$63.3K Hold
2,622
– – 0.02% 233
2026
Q1 		$63.6K Hold
2,622
– – 0.02% 223
2025
Q4 		$63.9K Hold
2,622
– – 0.02% 210
2025
Q3 		$64K Hold
2,622
– – 0.03% 185
2025
Q2 		$63.9K Hold
2,622
– – 0.03% 173
2025
Q1 		$63.8K Hold
2,622
– – 0.03% 230
2024
Q4 		$63.1K Buy
+2,622
New +$63.5K 0.03% 221

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

Richards, Merrill & Peterson's SCHO Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 2,622 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #233.

Richards, Merrill & Peterson first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $64K in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Richards, Merrill & Peterson held 2,622 shares of Schwab Short-Term US Treasury ETF worth $63.3K as of Q2 2026.
  • Richards, Merrill & Peterson left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #233 holding.
  • Richards, Merrill & Peterson first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Schwab Short-Term US Treasury ETF position peaked at $64K in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.