Wealthfront Advisers
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Wealthfront Advisers’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealthfront Advisers’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 		$71.9M Buy
2,980,324
+1,730
+0.1% +$41.8K 0.14% 65
2026
Q1 		$72.3M Sell
2,978,594
-1,098,731
-27% -$26.7M 0.16% 60
2025
Q4 		$99.4M Buy
4,077,325
+289,578
+8% +$7.06M 0.22% 51
2025
Q3 		$92.4M Buy
3,787,747
+202,970
+6% +$4.94M 0.22% 49
2025
Q2 		$87.4M Sell
3,584,777
-331,386
-8% -$8.05M 0.23% 50
2025
Q1 		$95.3M Buy
3,916,163
+160,299
+4% +$3.88M 0.26% 38
2024
Q4 		$90.4M Sell
3,755,864
-1,089,952
-22% -$26.4M 0.26% 41
2024
Q3 		$119M Buy
4,845,816
+1,094,134
+29% +$26.6M 0.36% 30
2024
Q2 		$90.3M Buy
3,751,682
+136,752
+4% +$3.28M 0.3% 34
2024
Q1 		$87.1M Buy
3,614,930
+582,290
+19% +$14.1M 0.3% 33
2023
Q4 		$73.5M Sell
3,032,640
-1,793,094
-37% -$43.1M 0.28% 34
2023
Q3 		$116M Buy
4,825,734
+4,120,008
+584% +$98.8M 0.5% 27
2023
Q2 		$17M Buy
705,726
+661,662
+1,502% +$16M 0.07% 75
2023
Q1 		$1.07M Buy
+44,064
New +$1.07M ﹤0.01% 512
2022
Q4 		– Sell
-10,804
Closed -$261K – 797
2022
Q3 		$261K Buy
+10,804
New +$264K ﹤0.01% 713

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

Wealthfront Advisers's SCHO Position: Q2 2026 in Review

Wealthfront Advisers increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.06% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,980,324 shares worth $71.9M. The position accounts for 0.14% of the portfolio, ranked #65.

Wealthfront Advisers first reported a position in SCHO in Q3 2022 and has held it in 15 quarters since. The position peaked at $119M in Q3 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Wealthfront Advisers held 2,980,324 shares of Schwab Short-Term US Treasury ETF worth $71.9M as of Q2 2026.
  • Wealthfront Advisers bought 1,730 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $41.8K.
  • Schwab Short-Term US Treasury ETF made up 0.14% of Wealthfront Advisers's portfolio in Q2 2026, its #65 holding.
  • Wealthfront Advisers first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 15 quarters since.
  • Wealthfront Advisers's Schwab Short-Term US Treasury ETF position peaked at $119M in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.