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Savant Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Savant Capital’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 		$21.9M Buy
904,197
+452,369
+100% +$10.9M 0.06% 183
2026
Q1 		$11M Sell
451,828
-481,123
-52% -$11.7M 0.05% 174
2025
Q4 		$22.7M Buy
932,951
+729,248
+358% +$17.8M 0.13% 110
2025
Q3 		$4.97M Sell
203,703
-67,069
-25% -$1.63M 0.03% 240
2025
Q2 		$6.6M Sell
270,772
-38,572
-12% -$937K 0.05% 185
2025
Q1 		$7.53M Sell
309,344
-11,783
-4% -$285K 0.06% 161
2024
Q4 		$7.73M Sell
321,127
-22,617
-7% -$548K 0.06% 178
2024
Q3 		$8.42M Sell
343,744
-31,486
-8% -$765K 0.07% 164
2024
Q2 		$9.03M Buy
375,230
+319,094
+568% +$7.65M 0.09% 143
2024
Q1 		$1.35M Sell
56,136
-336,894
-86% -$8.14M 0.02% 463
2023
Q4 		$9.52M Sell
393,030
-3,032
-0.8% -$72.8K 0.12% 122
2023
Q3 		$9.48M Buy
396,062
+339,914
+605% +$8.15M 0.14% 118
2023
Q2 		$1.35M Buy
56,148
+41,498
+283% +$1.01M 0.02% 325
2023
Q1 		$357K Hold
14,650
– – 0.01% 552
2022
Q4 		$353K Sell
14,650
-800
-5% -$19.3K 0.01% 424
2022
Q3 		$373K Buy
15,450
+52
+0.3% +$1.27K 0.01% 384
2022
Q2 		$379K Buy
+15,398
New +$380K 0.01% 390

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

Savant Capital's SCHO Position: Q2 2026 in Review

Savant Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 100% in Q2 2026, buying an estimated $10.9M and bringing the position to 904,197 shares worth $21.9M. The position accounts for 0.06% of the portfolio, ranked #183.

Savant Capital first reported a position in SCHO in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.7M in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Savant Capital held 904,197 shares of Schwab Short-Term US Treasury ETF worth $21.9M as of Q2 2026.
  • Savant Capital bought 452,369 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $10.9M.
  • Schwab Short-Term US Treasury ETF made up 0.06% of Savant Capital's portfolio in Q2 2026, its #183 holding.
  • Savant Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Savant Capital's Schwab Short-Term US Treasury ETF position peaked at $22.7M in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.