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Trust Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Trust Company’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 		$1.47K Buy
+61
New +$1.47K ﹤0.01% 570
2021
Q2 		– Sell
-748
Closed -$19K – 336
2021
Q1 		$19K Buy
+748
New +$19.2K 0.01% 232

Other funds holding SCHO

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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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Trust Company's SCHO Position: Q2 2026 in Review

Trust Company opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 61 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Trust Company previously reported a position in SCHO as recently as Q1 2021.

Trust Company first reported a position in SCHO in Q1 2021 and has held it in 2 quarters since. The position peaked at $19K in Q1 2021. 192 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Trust Company held 61 shares of Schwab Short-Term US Treasury ETF worth $1.47K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Trust Company position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #570 holding.
  • Trust Company first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 2 quarters since.
  • Trust Company's Schwab Short-Term US Treasury ETF position peaked at $19K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.