UBS AM
SCHO icon

UBS AM’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

UBS AM’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 		$15.4K Hold
639
– – ﹤0.01% 3183
2026
Q1 		$15.5K Buy
639
+110
+21% +$2.68K ﹤0.01% 3191
2025
Q4 		$12.9K Buy
+529
New +$12.9K ﹤0.01% 2805
2019
Q4 		– Sell
-278
Closed -$7.03K – 2773
2019
Q3 		$7.03K Buy
+278
New +$7.03K ﹤0.01% 2822

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

UBS AM's SCHO Position: Q2 2026 in Review

UBS AM held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 639 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

UBS AM first reported a position in SCHO in Q3 2019 and has held it in 4 quarters since. The position peaked at $15.5K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • UBS AM held 639 shares of Schwab Short-Term US Treasury ETF worth $15.4K as of Q2 2026.
  • UBS AM 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 UBS AM's portfolio in Q2 2026, its #3183 holding.
  • UBS AM first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 4 quarters since.
  • UBS AM's Schwab Short-Term US Treasury ETF position peaked at $15.5K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.