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Spire Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Spire Wealth Management’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 		$748 Hold
31
– – ﹤0.01% 2174
2026
Q1 		$752 Hold
31
– – ﹤0.01% 2188
2025
Q4 		$755 Hold
31
– – ﹤0.01% 2233
2025
Q3 		$756 Buy
+31
New +$754 ﹤0.01% 2317
2025
Q2 		– Sell
-1,224
Closed -$29.8K – 2535
2025
Q1 		$29.8K Hold
1,224
– – ﹤0.01% 1481
2024
Q4 		$29.4K Hold
1,224
– – ﹤0.01% 1477
2024
Q3 		$30K Hold
1,224
– – ﹤0.01% 1310
2024
Q2 		$29.5K Sell
1,224
-1,400
-53% -$33.6K ﹤0.01% 1295
2024
Q1 		$63.2K Buy
2,624
+396
+18% +$9.56K ﹤0.01% 1135
2023
Q4 		$53.9K Buy
2,228
+306
+16% +$7.35K ﹤0.01% 1185
2023
Q3 		$46K Buy
1,922
+696
+57% +$16.7K ﹤0.01% 1202
2023
Q2 		$29.5K Hold
1,226
– – ﹤0.01% 1421
2023
Q1 		$29.9K Buy
1,226
+796
+185% +$19.3K ﹤0.01% 1432
2022
Q4 		$10K Buy
+430
New +$10.4K ﹤0.01% 1622
2022
Q3 		– Sell
-70
Closed -$2K – 2538
2022
Q2 		$2K Buy
+70
New +$1.73K ﹤0.01% 2397
2021
Q2 		– Sell
-100
Closed -$3K – 2915
2021
Q1 		$3K Buy
+100
New +$2.57K ﹤0.01% 2771

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

Spire Wealth Management's SCHO Position: Q2 2026 in Review

Spire Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 31 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Spire Wealth Management first reported a position in SCHO in Q1 2021 and has held it in 16 quarters since. The position peaked at $63.2K in Q1 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Spire Wealth Management held 31 shares of Schwab Short-Term US Treasury ETF worth $748 as of Q2 2026.
  • Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #2174 holding.
  • Spire Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 16 quarters since.
  • Spire Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $63.2K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.