South Plains Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

South Plains Financial’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	$1.98M	Buy	82,202 +44,667	+119%	+$1.08M	1.07%	22
2026 Q1	$911K	Buy	37,535 +2,099	+6%	+$51.1K	0.53%	51
2025 Q4	$863K	Hold	35,436	–	–	0.51%	56
2025 Q3	$864K	Buy	35,436 +218	+0.6%	+$5.3K	0.54%	53
2025 Q2	$858K	Hold	35,218	–	–	0.6%	49
2025 Q1	$857K	Hold	35,218	–	–	0.67%	46
2024 Q4	$847K	Buy	+35,218	New	+$853K	0.65%	49

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

South Plains Financial's SCHO Position: Q2 2026 in Review

South Plains Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 119% in Q2 2026, buying an estimated $1.08M and bringing the position to 82,202 shares worth $1.98M. The position accounts for 1.07% of the portfolio, ranked #22.

South Plains Financial first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

South Plains Financial held 82,202 shares of Schwab Short-Term US Treasury ETF worth $1.98M as of Q2 2026.
South Plains Financial bought 44,667 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.08M.
Schwab Short-Term US Treasury ETF made up 1.07% of South Plains Financial's portfolio in Q2 2026, its #22 holding.
South Plains Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.