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Blue Capital Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blue Capital Inc’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 		$2.2M Sell
92,172
-31,078
-25% -$747K 1.37% 14
2026
Q2 		$2.98M Buy
+123,250
New +$2.98M 1.89% 12

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BSB
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FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Capital Inc's SCHO Position: Q3 2026 in Review

Blue Capital Inc reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q3 2026, selling an estimated $747K and leaving 92,172 shares worth $2.2M. The position accounts for 1.37% of the portfolio, ranked #14.

Blue Capital Inc first reported a position in SCHO in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.98M in Q2 2026. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Blue Capital Inc held 92,172 shares of Schwab Short-Term US Treasury ETF worth $2.2M as of Q3 2026.
  • Blue Capital Inc sold 31,078 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $747K.
  • Schwab Short-Term US Treasury ETF made up 1.37% of Blue Capital Inc's portfolio in Q3 2026, its #14 holding.
  • Blue Capital Inc first reported a position in Schwab Short-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Blue Capital Inc's Schwab Short-Term US Treasury ETF position peaked at $2.98M in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Blue Capital Inc's 13F filing for Q3 2026, filed 13 Oct 2026.