Stifel Financial
SCHO icon

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

Stifel 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 		$134M Sell
5,550,245
-808,659
-13% -$19.5M 0.11% 197
2026
Q1 		$154M Buy
6,358,904
+331,139
+5% +$8.06M 0.14% 166
2025
Q4 		$147M Sell
6,027,765
-526,835
-8% -$12.8M 0.13% 170
2025
Q3 		$160M Buy
6,554,600
+443,030
+7% +$10.8M 0.15% 155
2025
Q2 		$149M Sell
6,111,570
-8,404
-0.1% -$204K 0.14% 154
2025
Q1 		$149M Buy
6,119,974
+198,230
+3% +$4.8M 0.16% 146
2024
Q4 		$142M Sell
5,921,744
-76,310
-1% -$1.85M 0.15% 150
2024
Q3 		$147M Buy
5,998,054
+255,338
+4% +$6.21M 0.15% 144
2024
Q2 		$138M Buy
5,742,716
+239,160
+4% +$5.74M 0.16% 140
2024
Q1 		$133M Buy
5,503,556
+705,298
+15% +$17M 0.15% 149
2023
Q4 		$116M Buy
4,798,258
+173,774
+4% +$4.17M 0.15% 159
2023
Q3 		$111M Buy
4,624,484
+74,804
+2% +$1.79M 0.16% 145
2023
Q2 		$109M Buy
4,549,680
+62,044
+1% +$1.5M 0.15% 153
2023
Q1 		$109M Buy
4,487,636
+468,536
+12% +$11.3M 0.16% 146
2022
Q4 		$96.9M Sell
4,019,100
-20,974
-0.5% -$506K 0.15% 163
2022
Q3 		$97.5M Buy
4,040,074
+18,682
+0.5% +$457K 0.16% 141
2022
Q2 		$98.9M Sell
4,021,392
-8,270
-0.2% -$204K 0.15% 147
2022
Q1 		$99.8M Buy
4,029,662
+124,420
+3% +$3.12M 0.14% 167
2021
Q4 		$99.3M Buy
3,905,242
+213,416
+6% +$5.44M 0.13% 169
2021
Q3 		$94.5M Buy
3,691,826
+1,756,900
+91% +$45M 0.14% 160
2021
Q2 		$49.6M Buy
1,934,926
+24,944
+1% +$640K 0.07% 247
2021
Q1 		$49M Buy
1,909,982
+206,482
+12% +$5.3M 0.08% 237
2020
Q4 		$43.8M Sell
1,703,500
-162,088
-9% -$4.17M 0.08% 242
2020
Q3 		$48M Buy
1,865,588
+623,708
+50% +$16.1M 0.1% 199
2020
Q2 		$32.1M Buy
1,241,880
+195,388
+19% +$5.05M 0.07% 247
2020
Q1 		$26.9M Sell
1,046,492
-548,546
-34% -$14M 0.07% 237
2019
Q4 		$40.3M Buy
1,595,038
+90,306
+6% +$2.28M 0.08% 233
2019
Q3 		$38.1M Buy
1,504,732
+14,072
+0.9% +$356K 0.1% 214
2019
Q2 		$37.8M Sell
1,490,660
-1,369,500
-48% -$34.4M 0.1% 211
2019
Q1 		$72M Buy
2,860,160
+306,222
+12% +$7.65M 0.2% 132
2018
Q4 		$63.6M Sell
2,553,938
-23,152
-0.9% -$574K 0.21% 127
2018
Q3 		$63.9M Buy
+2,577,090
New +$64M 0.18% 134

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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Stifel Financial's SCHO Position: Q2 2026 in Review

Stifel Financial reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q2 2026, selling an estimated $19.5M and leaving 5,550,245 shares worth $134M. The position accounts for 0.11% of the portfolio, ranked #197.

Stifel Financial first reported a position in SCHO in Q3 2018 and has held it in 32 quarters since. The position peaked at $160M in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Stifel Financial held 5,550,245 shares of Schwab Short-Term US Treasury ETF worth $134M as of Q2 2026.
  • Stifel Financial sold 808,659 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $19.5M.
  • Schwab Short-Term US Treasury ETF made up 0.11% of Stifel Financial's portfolio in Q2 2026, its #197 holding.
  • Stifel Financial first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 32 quarters since.
  • Stifel Financial's Schwab Short-Term US Treasury ETF position peaked at $160M in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.