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Willis Johnson & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Willis Johnson & Associates’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 		$38.9M Buy
1,610,643
+152,932
+10% +$3.7M 2.17% 11
2026
Q1 		$35.4M Buy
1,457,711
+98,635
+7% +$2.4M 2.06% 11
2025
Q4 		$33.1M Buy
+1,359,076
New +$33.1M 2.04% 10

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

Willis Johnson & Associates's SCHO Position: Q2 2026 in Review

Willis Johnson & Associates increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, buying an estimated $3.7M and bringing the position to 1,610,643 shares worth $38.9M. The position accounts for 2.17% of the portfolio, ranked #11.

Willis Johnson & Associates first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Willis Johnson & Associates held 1,610,643 shares of Schwab Short-Term US Treasury ETF worth $38.9M as of Q2 2026.
  • Willis Johnson & Associates bought 152,932 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.7M.
  • Schwab Short-Term US Treasury ETF made up 2.17% of Willis Johnson & Associates's portfolio in Q2 2026, its #11 holding.
  • Willis Johnson & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.