Bigelow Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.8M | Sell |
197,856
-3,746
| -2% | -$91.2K | 1.92% | 11 |
|
|
2025
Q4 | $4.91M | Buy |
201,602
+30,885
| +18% | +$753K | 1.92% | 12 |
|
|
2025
Q3 | $4.17M | Sell |
170,717
-10,554
| -6% | -$257K | 1.68% | 13 |
|
|
2025
Q2 | $4.42M | Buy |
181,271
+56,292
| +45% | +$1.37M | 1.95% | 11 |
|
|
2025
Q1 | $3.04M | Buy |
124,979
+39,257
| +46% | +$951K | 1.45% | 12 |
|
|
2024
Q4 | $2.06M | Buy |
85,722
+10,178
| +13% | +$246K | 0.97% | 26 |
|
|
2024
Q3 | $1.85M | Sell |
75,544
-11,402
| -13% | -$277K | 0.83% | 30 |
|
|
2024
Q2 | $2.09M | Buy |
86,946
+3,496
| +4% | +$83.8K | 1% | 25 |
|
|
2024
Q1 | $2.01M | Sell |
83,450
-208
| -0.2% | -$5.02K | 0.99% | 25 |
|
|
2023
Q4 | $2.03M | Sell |
83,658
-18,162
| -18% | -$436K | 1.1% | 20 |
|
|
2023
Q3 | $2.44M | Sell |
101,820
-7,938
| -7% | -$190K | 1.4% | 15 |
|
|
2023
Q2 | $2.64M | Buy |
+109,758
| New | +$2.66M | 1.44% | 15 |
|
|
2023
Q1 | – | Sell |
-146,838
| Closed | -$3.56M | – | 13 |
|
|
2022
Q4 | $3.54M | Sell |
146,838
-48,412
| -25% | -$1.17M | 2.06% | 8 |
|
|
2022
Q3 | $4.71M | Sell |
195,250
-39,984
| -17% | -$978K | 2.81% | 8 |
|
|
2022
Q2 | $5.79M | Sell |
235,234
-44,388
| -16% | -$1.09M | 3.18% | 6 |
|
|
2022
Q1 | $6.93M | Sell |
279,622
-96,142
| -26% | -$2.41M | 3.24% | 6 |
|
|
2021
Q4 | $9.55M | Buy |
375,764
+8,486
| +2% | +$216K | 4.34% | 3 |
|
|
2021
Q3 | $9.4M | Buy |
367,278
+41,762
| +13% | +$1.07M | 4.63% | 4 |
|
|
2021
Q2 | $8.34M | Hold |
325,516
| – | – | 4.04% | 4 |
|
|
2021
Q1 | $8.35M | Buy |
325,516
+2,464
| +0.8% | +$63.3K | 4.23% | 4 |
|
|
2020
Q4 | $8.3M | Buy |
323,052
+47,426
| +17% | +$1.22M | 4.4% | 4 |
|
|
2020
Q3 | $7.1M | Buy |
275,626
+55,892
| +25% | +$1.44M | 4.2% | 4 |
|
|
2020
Q2 | $5.67M | Buy |
219,734
+38,816
| +21% | +$1M | 3.68% | 5 |
|
|
2020
Q1 | $4.68M | Buy |
180,918
+9,992
| +6% | +$255K | 3.51% | 5 |
|
|
2019
Q4 | $4.31M | Buy |
170,926
+23,040
| +16% | +$582K | 2.53% | 8 |
|
|
2019
Q3 | $3.74M | Buy |
147,886
+92,990
| +169% | +$2.35M | 2.38% | 9 |
|
|
2019
Q2 | $1.39M | Sell |
54,896
-432
| -0.8% | -$10.9K | 0.93% | 25 |
|
|
2019
Q1 | $1.39M | Buy |
55,328
+32,038
| +138% | +$800K | 0.96% | 25 |
|
|
2018
Q4 | $581K | Buy |
23,290
+8,620
| +59% | +$214K | 0.43% | 71 |
|
|
2018
Q3 | $364K | Buy |
14,670
+38
| +0.3% | +$943 | 0.24% | 116 |
|
|
2018
Q2 | $364K | Sell |
14,632
-650
| -4% | -$16.1K | 0.25% | 114 |
|
|
2018
Q1 | $381K | Buy |
15,282
+5,150
| +51% | +$128K | 0.26% | 110 |
|
|
2017
Q4 | $253K | Buy |
+10,132
| New | +$254K | 0.25% | 92 |
|
Other funds holding SCHO
MFT
Bigelow Investment Advisors's SCHO Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q1 2026, selling an estimated $91.2K and leaving 197,856 shares worth $4.8M. The position accounts for 1.92% of the portfolio, ranked #11.
Bigelow Investment Advisors first reported a position in SCHO in Q4 2017 and has held it in 33 quarters since. The position peaked at $9.55M in Q4 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- Bigelow Investment Advisors held 197,856 shares of Schwab Short-Term US Treasury ETF worth $4.8M as of Q1 2026.
- Bigelow Investment Advisors sold 3,746 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $91.2K.
- Schwab Short-Term US Treasury ETF made up 1.92% of Bigelow Investment Advisors's portfolio in Q1 2026, its #11 holding.
- Bigelow Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 33 quarters since.
- Bigelow Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $9.55M in Q4 2021.
- 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.