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Salomon & Ludwin’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Salomon & Ludwin’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 		$1.61K Hold
67
– – ﹤0.01% 1984
2026
Q1 		$1.62K Hold
67
– – ﹤0.01% 1961
2025
Q4 		$1.63K Sell
67
-9
-12% -$219 ﹤0.01% 2022
2025
Q3 		$1.85K Hold
76
– – ﹤0.01% 1987
2025
Q2 		$1.84K Buy
+76
New +$1.85K ﹤0.01% 674

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

Salomon & Ludwin's SCHO Position: Q2 2026 in Review

Salomon & Ludwin held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 67 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Salomon & Ludwin first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85K in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Salomon & Ludwin held 67 shares of Schwab Short-Term US Treasury ETF worth $1.61K as of Q2 2026.
  • Salomon & Ludwin left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1984 holding.
  • Salomon & Ludwin first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Schwab Short-Term US Treasury ETF position peaked at $1.85K in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.