Aull & Monroe Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aull & Monroe Investment Management’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	$237K	Sell	9,825 -161	-2%	-$3.89K	0.1%	119
2026 Q1	$242K	Sell	9,986 -330	-3%	-$8.03K	0.11%	113
2025 Q4	$251K	Sell	10,316 -89	-0.9%	-$2.17K	0.13%	110
2025 Q3	$254K	Buy	10,405 +1,516	+17%	+$36.9K	0.13%	109
2025 Q2	$217K	Sell	8,889 -480	-5%	-$11.7K	0.12%	117
2025 Q1	$228K	Sell	9,369 -379	-4%	-$9.18K	0.11%	118
2024 Q4	$235K	Buy	9,748 +110	+1%	+$2.66K	0.12%	115
2024 Q3	$236K	Sell	9,638 -830	-8%	-$20.2K	0.11%	120
2024 Q2	$252K	Sell	10,468 -4,136	-28%	-$99.2K	0.12%	113
2024 Q1	$352K	Buy	14,604 +2,920	+25%	+$70.5K	0.16%	99
2023 Q4	$283K	Hold	11,684	–	–	0.14%	106
2023 Q3	$280K	Hold	11,684	–	–	0.15%	103
2023 Q2	$281K	Sell	11,684 -70	-0.6%	-$1.7K	0.14%	105
2023 Q1	$287K	Hold	11,754	–	–	0.15%	109
2022 Q4	$284K	Hold	11,754	–	–	0.14%	107
2022 Q3	$284K	Sell	11,754 -330	-3%	-$8.07K	0.16%	105
2022 Q2	$297K	Sell	12,084 -30	-0.2%	-$740	0.15%	110
2022 Q1	$300K	Sell	12,114 -70	-0.6%	-$1.76K	0.14%	114
2021 Q4	$310K	Sell	12,184 -100	-0.8%	-$2.55K	0.14%	116
2021 Q3	$314K	Buy	12,284 +30	+0.2%	+$769	0.15%	109
2021 Q2	$314K	Hold	12,254	–	–	0.15%	113
2021 Q1	$314K	Sell	12,254 -2,150	-15%	-$55.2K	0.15%	109
2020 Q4	$370K	Sell	14,404 -178	-1%	-$4.58K	0.2%	96
2020 Q3	$375K	Buy	14,582 +140	+1%	+$3.61K	0.22%	91
2020 Q2	$373K	Buy	14,442 +5,482	+61%	+$142K	0.23%	91
2020 Q1	$232K	Buy	8,960 +940	+12%	+$23.9K	0.16%	108
2019 Q4	$202K	Hold	8,020	–	–	0.1%	124
2019 Q3	$203K	Buy	+8,020	New	+$203K	0.11%	126

Other funds holding SCHO

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

Aull & Monroe Investment Management's SCHO Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.6% in Q2 2026, selling an estimated $3.89K and leaving 9,825 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #119.

Aull & Monroe Investment Management first reported a position in SCHO in Q3 2019 and has held it in 28 quarters since. The position peaked at $375K in Q3 2020. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Aull & Monroe Investment Management held 9,825 shares of Schwab Short-Term US Treasury ETF worth $237K as of Q2 2026.
Aull & Monroe Investment Management sold 161 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.89K.
Schwab Short-Term US Treasury ETF made up 0.1% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #119 holding.
Aull & Monroe Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 28 quarters since.
Aull & Monroe Investment Management's Schwab Short-Term US Treasury ETF position peaked at $375K in Q3 2020.
243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.