William Blair & Company
SCHO icon

William Blair & Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

William Blair & 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
Q1 		$2.93M Buy
120,887
+2,314
+2% +$56.3K 0.01% 631
2025
Q4 		$2.89M Buy
118,573
+10,001
+9% +$244K 0.01% 648
2025
Q3 		$2.65M Buy
108,572
+12,462
+13% +$303K 0.01% 662
2025
Q2 		$2.34M Sell
96,110
-1,400
-1% -$34K 0.01% 682
2025
Q1 		$2.37M Buy
97,510
+4,167
+4% +$101K 0.01% 672
2024
Q4 		$2.25M Sell
93,343
-1,855
-2% -$44.9K 0.01% 687
2024
Q3 		$2.33M Buy
95,198
+19,560
+26% +$475K 0.01% 663
2024
Q2 		$1.82M Sell
75,638
-3,356
-4% -$80.5K 0.01% 707
2024
Q1 		$1.9M Buy
78,994
+5,972
+8% +$144K 0.01% 688
2023
Q4 		$1.77M Buy
73,022
+15,464
+27% +$371K 0.01% 701
2023
Q3 		$1.38M Buy
57,558
+4,612
+9% +$111K 0.01% 751
2023
Q2 		$1.27M Buy
52,946
+8,568
+19% +$208K ﹤0.01% 770
2023
Q1 		$1.08M Buy
44,378
+21,884
+97% +$530K ﹤0.01% 810
2022
Q4 		$543K Buy
22,494
+4,346
+24% +$105K ﹤0.01% 1018
2022
Q3 		$438K Buy
18,148
+5,896
+48% +$144K ﹤0.01% 1089
2022
Q2 		$301K Buy
12,252
+380
+3% +$9.37K ﹤0.01% 1270
2022
Q1 		$294K Buy
11,872
+202
+2% +$5.07K ﹤0.01% 1372
2021
Q4 		$297K Buy
+11,670
New +$298K ﹤0.01% 1427
2021
Q2 		– Sell
-2,230
Closed -$57K – 1922
2021
Q1 		$57K Hold
2,230
– – ﹤0.01% 1651
2020
Q4 		$57K Buy
2,230
+1,998
+861% +$51.4K ﹤0.01% 1613
2020
Q3 		$6K Sell
232
-8,126
-97% -$209K ﹤0.01% 1663
2020
Q2 		$216K Buy
8,358
+6,814
+441% +$176K ﹤0.01% 1214
2020
Q1 		$40K Buy
1,544
+1,312
+566% +$33.4K ﹤0.01% 1414
2019
Q4 		$6K Buy
+232
New +$5.86K ﹤0.01% 1662

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company's SCHO Position: Q1 2026 in Review

William Blair & Company increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q1 2026, buying an estimated $56.3K and bringing the position to 120,887 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #631.

William Blair & Company first reported a position in SCHO in Q4 2019 and has held it in 24 quarters since. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • William Blair & Company held 120,887 shares of Schwab Short-Term US Treasury ETF worth $2.93M as of Q1 2026.
  • William Blair & Company bought 2,314 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $56.3K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #631 holding.
  • William Blair & Company first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 24 quarters since.
  • 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.