American Capital Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$286K Buy
11,835
+111
+0.9% +$2.68K 0.1% 90
2026
Q1
$285K Hold
11,724
0.11% 88
2025
Q4
$286K Sell
11,724
-9,796
-46% -$239K 0.12% 87
2025
Q3
$525K Sell
21,520
-153
-0.7% -$3.72K 0.24% 68
2025
Q2
$528K Sell
21,673
-159
-0.7% -$3.86K 0.26% 63
2025
Q1
$531K Sell
21,832
-12,010
-35% -$291K 0.29% 60
2024
Q4
$814K Sell
33,842
-1,374
-4% -$33.3K 0.45% 47
2024
Q3
$862K Sell
35,216
-546,742
-94% -$13.3M 0.5% 46
2024
Q2
$14.1M Buy
581,958
+179,530
+45% +$4.31M 10.07% 2
2024
Q1
$9.82M Sell
402,428
-179,530
-31% -$4.34M 8.57% 2
2023
Q4
$14.1M Buy
+581,958
New +$14M 10.07% 2

Other funds holding SCHO

American Capital Advisory's SCHO Position: Q2 2026 in Review

American Capital Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.95% in Q2 2026, buying an estimated $2.68K and bringing the position to 11,835 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #90.

American Capital Advisory first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1M in Q2 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • American Capital Advisory held 11,835 shares of Schwab Short-Term US Treasury ETF worth $286K as of Q2 2026.
  • American Capital Advisory bought 111 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.68K.
  • Schwab Short-Term US Treasury ETF made up 0.1% of American Capital Advisory's portfolio in Q2 2026, its #90 holding.
  • American Capital Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Schwab Short-Term US Treasury ETF position peaked at $14.1M in Q2 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.