StoneX Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

StoneX Group’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	$4.43M	Buy	183,414 +7,280	+4%	+$176K	0.18%	90
2026 Q1	$4.27M	Buy	176,134 +165,827	+1,609%	+$4.04M	0.23%	75
2025 Q4	$251K	Sell	10,307 -231,880	-96%	-$5.65M	0.01%	778
2025 Q3	$5.91M	Sell	242,187 -21,343	-8%	-$519K	0.26%	77
2025 Q2	$6.42M	Buy	263,530 +8,637	+3%	+$210K	0.31%	61
2025 Q1	$6.2M	Sell	254,893 -38,323	-13%	-$928K	0.34%	61
2024 Q4	$7.05M	Buy	293,216 +170,922	+140%	+$4.14M	0.39%	49
2024 Q3	$2.99M	Buy	+122,294	New	+$2.97M	0.22%	89
2023 Q4	–	Sell	-8,882	Closed	-$213K	–	698
2023 Q3	$213K	Sell	8,882 -9,428	-51%	-$226K	0.02%	514
2023 Q2	$440K	Buy	+18,310	New	+$444K	0.05%	318

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

StoneX Group's SCHO Position: Q2 2026 in Review

StoneX Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.1% in Q2 2026, buying an estimated $176K and bringing the position to 183,414 shares worth $4.43M. The position accounts for 0.18% of the portfolio, ranked #90.

StoneX Group first reported a position in SCHO in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.05M in Q4 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

StoneX Group held 183,414 shares of Schwab Short-Term US Treasury ETF worth $4.43M as of Q2 2026.
StoneX Group bought 7,280 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $176K.
Schwab Short-Term US Treasury ETF made up 0.18% of StoneX Group's portfolio in Q2 2026, its #90 holding.
StoneX Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 10 quarters since.
StoneX Group's Schwab Short-Term US Treasury ETF position peaked at $7.05M in Q4 2024.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.