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 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	New	+$7.1M	0.39%	49
2023 Q4	–	Sell	-8,882	Closed	-$213K	–	433
2023 Q3	$213K	Sell	8,882 -9,428	-51%	-$226K	0.12%	279
2023 Q2	$440K	Buy	+18,310	New	+$444K	0.25%	112

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

StoneX Group's SCHO Position: Q1 2026 in Review

StoneX Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1,609% in Q1 2026, buying an estimated $4.04M and bringing the position to 176,134 shares worth $4.27M. The position accounts for 0.23% of the portfolio, ranked #75.

StoneX Group first reported a position in SCHO in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.05M in Q4 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

StoneX Group held 176,134 shares of Schwab Short-Term US Treasury ETF worth $4.27M as of Q1 2026.
StoneX Group bought 165,827 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $4.04M.
Schwab Short-Term US Treasury ETF made up 0.23% of StoneX Group's portfolio in Q1 2026, its #75 holding.
StoneX Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 8 quarters since.
StoneX Group's Schwab Short-Term US Treasury ETF position peaked at $7.05M in Q4 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.