Belpointe Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Belpointe Asset 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	$378K	Buy	15,655 +296	+2%	+$7.16K	0.01%	820
2026 Q1	$373K	Sell	15,359 -5,371	-26%	-$131K	0.01%	789
2025 Q4	$505K	Sell	20,730 -4,071	-16%	-$99.3K	0.02%	655
2025 Q3	$605K	Sell	24,801 -42,177	-63%	-$1.03M	0.02%	572
2025 Q2	$1.63M	Buy	66,978 +4,570	+7%	+$111K	0.07%	238
2025 Q1	$1.52M	Buy	62,408 +25,644	+70%	+$621K	0.08%	241
2024 Q4	$1.79M	Buy	36,764 +3,992	+12%	+$96.7K	0.11%	188
2024 Q3	$803K	Sell	32,772 -40,280	-55%	-$979K	0.05%	362
2024 Q2	$1.76M	Sell	73,052 -5,712	-7%	-$137K	0.12%	160
2024 Q1	$1.9M	Buy	78,764 +4,238	+6%	+$102K	0.14%	136
2023 Q4	$1.81M	Buy	74,526 +38,978	+110%	+$936K	0.16%	125
2023 Q3	$851K	Sell	35,548 -1,360	-4%	-$32.6K	0.09%	223
2023 Q2	$887K	Buy	36,908 +31,958	+646%	+$775K	0.09%	209
2023 Q1	$121K	Buy	4,950 +874	+21%	+$21.2K	0.01%	1203
2022 Q4	$98.3K	Sell	4,076 -8,150	-67%	-$196K	0.01%	1251
2022 Q3	$295K	Buy	12,226 +2,892	+31%	+$70.7K	0.02%	695
2022 Q2	$229K	Buy	9,334 +4,272	+84%	+$105K	0.02%	774
2022 Q1	$125K	Sell	5,062 -2,618	-34%	-$65.7K	0.01%	1116
2021 Q4	$195K	Buy	7,680 +1,498	+24%	+$38.2K	0.01%	911
2021 Q3	$158K	Sell	6,182 -50	-0.8%	-$1.28K	0.01%	959
2021 Q2	$159K	Buy	+6,232	New	+$160K	0.01%	927
2017 Q4	–	Sell	-13,308	Closed	-$335K	–	491
2017 Q3	$335K	Buy	+13,308	New	+$336K	0.08%	295

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

Belpointe Asset Management's SCHO Position: Q2 2026 in Review

Belpointe Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2026, buying an estimated $7.16K and bringing the position to 15,655 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #820.

Belpointe Asset Management first reported a position in SCHO in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2024. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Belpointe Asset Management held 15,655 shares of Schwab Short-Term US Treasury ETF worth $378K as of Q2 2026.
Belpointe Asset Management bought 296 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $7.16K.
Schwab Short-Term US Treasury ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #820 holding.
Belpointe Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and has held it in 22 quarters since.
Belpointe Asset Management's Schwab Short-Term US Treasury ETF position peaked at $1.9M in Q1 2024.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.