AHC
SCHO icon

Anderson Hoagland & Co’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Anderson Hoagland & Co’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 		$2.43M Buy
100,729
+22,316
+28% +$539K 0.19% 91
2026
Q1 		$1.9M Buy
78,413
+3,944
+5% +$96K 0.16% 101
2025
Q4 		$1.81M Buy
74,469
+14,224
+24% +$347K 0.16% 103
2025
Q3 		$1.47M Buy
60,245
+1,979
+3% +$48.2K 0.13% 106
2025
Q2 		$1.42M Buy
58,266
+2,226
+4% +$54.1K 0.14% 109
2025
Q1 		$1.36M Buy
56,040
+5,364
+11% +$130K 0.16% 103
2024
Q4 		$1.22M Sell
50,676
-9,142
-15% -$221K 0.13% 108
2024
Q3 		$1.45M Sell
59,818
-1,986
-3% -$48.3K 0.15% 104
2024
Q2 		$1.49M Buy
61,804
+214
+0.3% +$5.13K 0.16% 101
2024
Q1 		$1.47M Buy
61,590
+410
+0.7% +$9.9K 0.17% 101
2023
Q4 		$1.49M Buy
61,180
+19,910
+48% +$478K 0.18% 93
2023
Q3 		$988K Buy
41,270
+21,598
+110% +$518K 0.13% 96
2023
Q2 		$473K Buy
+19,672
New +$477K 0.06% 107
2022
Q4 		– Sell
-15,270
Closed -$368K – 125
2022
Q3 		$368K Sell
15,270
-12,078
-44% -$295K 0.06% 111
2022
Q2 		$672K Hold
27,348
– – 0.1% 95
2022
Q1 		$677K Buy
27,348
+1,476
+6% +$37.1K 0.09% 95
2021
Q4 		$655K Sell
25,872
-13,962
-35% -$356K 0.09% 94
2021
Q3 		$1.02M Sell
39,834
-2,536
-6% -$65K 0.13% 95
2021
Q2 		$1.08M Sell
42,370
-8,468
-17% -$217K 0.14% 92
2021
Q1 		$1.3M Buy
50,838
+9,716
+24% +$249K 0.18% 93
2020
Q4 		$1.06M Buy
+41,122
New +$1.06M 0.17% 87

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Anderson Hoagland & Co's SCHO Position: Q2 2026 in Review

Anderson Hoagland & Co increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q2 2026, buying an estimated $539K and bringing the position to 100,729 shares worth $2.43M. The position accounts for 0.19% of the portfolio, ranked #91.

Anderson Hoagland & Co first reported a position in SCHO in Q4 2020 and has held it in 21 quarters since. 137 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Anderson Hoagland & Co held 100,729 shares of Schwab Short-Term US Treasury ETF worth $2.43M as of Q2 2026.
  • Anderson Hoagland & Co bought 22,316 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $539K.
  • Schwab Short-Term US Treasury ETF made up 0.19% of Anderson Hoagland & Co's portfolio in Q2 2026, its #91 holding.
  • Anderson Hoagland & Co first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • 137 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.