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

Apella Capital’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 		$5.92M Buy
245,952
+6,030
+3% +$146K 0.08% 154
2026
Q1 		$5.83M Sell
239,922
-20,925
-8% -$509K 0.09% 148
2025
Q4 		$6.36M Sell
260,847
-23,991
-8% -$585K 0.13% 122
2025
Q3 		$6.97M Sell
284,838
-71,996
-20% -$1.75M 0.16% 106
2025
Q2 		$8.65M Sell
356,834
-95,182
-21% -$2.31M 0.23% 80
2025
Q1 		$11M Sell
452,016
-330,862
-42% -$8.01M 0.38% 56
2024
Q4 		$18.8M Sell
782,878
-127,046
-14% -$3.08M 0.72% 30
2024
Q3 		$22.2M Sell
909,924
-12,986
-1% -$316K 0.91% 27
2024
Q2 		$22.2M Buy
922,910
+168
+0% +$4.03K 0.99% 25
2024
Q1 		$22.1M Sell
922,742
-21,804
-2% -$527K 1.12% 24
2023
Q4 		$22.8M Sell
944,546
-14,660
-2% -$352K 1.27% 20
2023
Q3 		$23M Sell
959,206
-30,786
-3% -$738K 1.62% 19
2023
Q2 		$23.8M Buy
+989,992
New +$24M 1.69% 17
2022
Q4 		$26.4M Sell
1,094,978
-111,680
-9% -$2.69M 2.41% 9
2022
Q3 		$29.1M Sell
1,206,658
-80,802
-6% -$1.98M 3.39% 7
2022
Q2 		$31.7M Sell
1,287,460
-61,430
-5% -$1.51M 3.78% 5
2022
Q1 		$33.4M Buy
1,348,890
+9,078
+0.7% +$228K 4.71% 4
2021
Q4 		$34.1M Buy
1,339,812
+96
+0% +$2.45K 4.34% 3
2021
Q3 		$34.3M Buy
1,339,716
+27,210
+2% +$697K 4.93% 3
2021
Q2 		$33.6M Buy
+1,312,506
New +$33.7M 5.52% 3

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

Apella Capital's SCHO Position: Q2 2026 in Review

Apella Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.5% in Q2 2026, buying an estimated $146K and bringing the position to 245,952 shares worth $5.92M. The position accounts for 0.08% of the portfolio, ranked #154.

Apella Capital first reported a position in SCHO in Q2 2021 and has held it in 20 quarters since. The position peaked at $34.3M in Q3 2021. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Apella Capital held 245,952 shares of Schwab Short-Term US Treasury ETF worth $5.92M as of Q2 2026.
  • Apella Capital bought 6,030 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $146K.
  • Schwab Short-Term US Treasury ETF made up 0.08% of Apella Capital's portfolio in Q2 2026, its #154 holding.
  • Apella Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's Schwab Short-Term US Treasury ETF position peaked at $34.3M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.