Bard Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Bard Associates's SCHO Position: Q2 2026 in Review
Bard Associates increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q2 2026, buying an estimated $3.49M and bringing the position to 653,377 shares worth $15.8M. The position accounts for 3.5% of the portfolio, ranked #5.
Bard Associates first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Bard Associates held 653,377 shares of Schwab Short-Term US Treasury ETF worth $15.8M as of Q2 2026.
- Bard Associates bought 144,529 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.49M.
- Schwab Short-Term US Treasury ETF made up 3.5% of Bard Associates's portfolio in Q2 2026, its #5 holding.
- Bard Associates first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.