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 Q3	$791K	Buy	33,143 +17,488	+112%	+$420K	0.02%	599
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 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

Belpointe Asset Management's SCHO Position: Q3 2026 in Review

Belpointe Asset Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 112% in Q3 2026, buying an estimated $420K and bringing the position to 33,143 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #599.

Belpointe Asset Management first reported a position in SCHO in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.9M in Q1 2024. 609 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Belpointe Asset Management held 33,143 shares of Schwab Short-Term US Treasury ETF worth $791K as of Q3 2026.
Belpointe Asset Management bought 17,488 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $420K.
Schwab Short-Term US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #599 holding.
Belpointe Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and has held it in 23 quarters since.
Belpointe Asset Management's Schwab Short-Term US Treasury ETF position peaked at $1.9M in Q1 2024.
609 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.