Sand Hill Global Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sand Hill Global 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	$4.87M	Hold	201,936	–	–	0.15%	77
2026 Q1	$4.9M	Hold	201,936	–	–	0.16%	73
2025 Q4	$4.92M	Buy	201,936 +3,528	+2%	+$86K	0.17%	77
2025 Q3	$4.84M	Buy	198,408 +2,669	+1%	+$64.9K	0.17%	77
2025 Q2	$4.77M	Buy	+195,739	New	+$4.76M	0.18%	78

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sand Hill Global Advisors's SCHO Position: Q2 2026 in Review

Sand Hill Global Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 201,936 shares worth $4.87M. The position accounts for 0.15% of the portfolio, ranked #77.

Sand Hill Global Advisors first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.92M in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sand Hill Global Advisors held 201,936 shares of Schwab Short-Term US Treasury ETF worth $4.87M as of Q2 2026.
Sand Hill Global Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.15% of Sand Hill Global Advisors's portfolio in Q2 2026, its #77 holding.
Sand Hill Global Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Sand Hill Global Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.92M in Q4 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.