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SouthState Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SouthState Corp’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 		$91.6K Buy
+3,795
New +$91.7K ﹤0.01% 435
2025
Q3 		– Sell
-290
Closed -$7.07K – 1570
2025
Q2 		$7.07K Buy
+290
New +$7.05K ﹤0.01% 842

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

SouthState Corp's SCHO Position: Q2 2026 in Review

SouthState Corp opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 3,795 shares worth $91.6K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: SouthState Corp previously reported a position in SCHO as recently as Q2 2025.

SouthState Corp first reported a position in SCHO in Q2 2025 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • SouthState Corp held 3,795 shares of Schwab Short-Term US Treasury ETF worth $91.6K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new SouthState Corp position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #435 holding.
  • SouthState Corp first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.