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 Q3	$5.78M	Sell	242,405 -3,547	-1%	-$85.2K	0.07%	172
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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Apella Capital's SCHO Position: Q3 2026 in Review

Apella Capital reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.4% in Q3 2026, selling an estimated $85.2K and leaving 242,405 shares worth $5.78M. The position accounts for 0.07% of the portfolio, ranked #172.

Apella Capital first reported a position in SCHO in Q2 2021 and has held it in 21 quarters since. The position peaked at $34.3M in Q3 2021. 530 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Apella Capital held 242,405 shares of Schwab Short-Term US Treasury ETF worth $5.78M as of Q3 2026.
Apella Capital sold 3,547 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $85.2K.
Schwab Short-Term US Treasury ETF made up 0.07% of Apella Capital's portfolio in Q3 2026, its #172 holding.
Apella Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 21 quarters since.
Apella Capital's Schwab Short-Term US Treasury ETF position peaked at $34.3M in Q3 2021.
530 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.