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

Whittier Trust’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	$96.6K	Hold	4,010	–	–	﹤0.01%	757
2026 Q1	$97K	Hold	4,010	–	–	﹤0.01%	714
2025 Q4	$97.8K	Buy	+4,010	New	+$97.8K	﹤0.01%	735
2022 Q1	–	Sell	-200	Closed	-$5K	–	1744
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	1417
2021 Q3	$5K	Buy	+200	New	+$5.13K	﹤0.01%	1338
2016 Q4	–	Sell	-7,872	Closed	-$200K	–	1214
2016 Q3	$200K	Buy	+7,872	New	+$200K	0.01%	454

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

Whittier Trust's SCHO Position: Q2 2026 in Review

Whittier Trust held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 4,010 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Whittier Trust first reported a position in SCHO in Q3 2016 and has held it in 6 quarters since. The position peaked at $200K in Q3 2016. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Whittier Trust held 4,010 shares of Schwab Short-Term US Treasury ETF worth $96.6K as of Q2 2026.
Whittier Trust 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 Whittier Trust's portfolio in Q2 2026, its #757 holding.
Whittier Trust first reported a position in Schwab Short-Term US Treasury ETF in Q3 2016 and has held it in 6 quarters since.
Whittier Trust's Schwab Short-Term US Treasury ETF position peaked at $200K in Q3 2016.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.