Blume Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blume Capital 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	$215K	Hold	8,898	–	–	0.03%	120
2026 Q1	$216K	Hold	8,898	–	–	0.04%	112
2025 Q4	$217K	Hold	8,898	–	–	0.04%	111
2025 Q3	$217K	Hold	8,898	–	–	0.04%	112
2025 Q2	$217K	Hold	8,898	–	–	0.04%	111
2025 Q1	$217K	Sell	8,898 -500	-5%	-$12.1K	0.05%	106
2024 Q4	$226K	Sell	9,398 -730	-7%	-$17.7K	0.05%	104
2024 Q3	$248K	Sell	10,128 -103,710	-91%	-$2.52M	0.06%	95
2024 Q2	$2.74M	Sell	113,838 -31,220	-22%	-$749K	0.66%	45
2024 Q1	$3.5M	Sell	145,058 -1,350	-0.9%	-$32.6K	0.84%	42
2023 Q4	$3.55M	Sell	146,408 -43,000	-23%	-$1.03M	0.93%	41
2023 Q3	$4.54M	Sell	189,408 -273,292	-59%	-$6.55M	1.34%	29
2023 Q2	$11.1M	Buy	462,700 +11,690	+3%	+$283K	3.25%	6
2023 Q1	$11M	Buy	451,010 +172,112	+62%	+$4.17M	3.49%	6
2022 Q4	$6.73M	Buy	278,898 +223,498	+403%	+$5.39M	2.27%	13
2022 Q3	$1.34M	Sell	55,400 -69,300	-56%	-$1.69M	0.5%	42
2022 Q2	$3.07M	Buy	124,700 +18,000	+17%	+$444K	1.21%	32
2022 Q1	$2.64M	Buy	106,700 +87,646	+460%	+$2.2M	0.87%	36
2021 Q4	$484K	Sell	19,054 -5,408	-22%	-$138K	0.16%	60
2021 Q3	$626K	Sell	24,462 -3,036	-11%	-$77.8K	0.23%	54
2021 Q2	$704K	Sell	27,498 -2,606	-9%	-$66.8K	0.26%	52
2021 Q1	$772K	Sell	30,104 -12,832	-30%	-$329K	0.3%	46
2020 Q4	$1.1M	Sell	42,936 -29,008	-40%	-$746K	0.47%	41
2020 Q3	$1.85M	Sell	71,944 -189,502	-72%	-$4.88M	0.94%	34
2020 Q2	$6.75M	Sell	261,446 -10,832	-4%	-$280K	3.74%	9
2020 Q1	$7.04M	Sell	272,278 -93,462	-26%	-$2.38M	4.51%	5
2019 Q4	$9.23M	Sell	365,740 -21,588	-6%	-$545K	4.52%	3
2019 Q3	$9.8M	Sell	387,328 -66,714	-15%	-$1.69M	4.89%	3
2019 Q2	$11.5M	Sell	454,042 -32,506	-7%	-$817K	5.82%	2
2019 Q1	$12.2M	Buy	486,548 +23,774	+5%	+$594K	6.41%	2
2018 Q4	$11.5M	Buy	462,774 +191,414	+71%	+$4.75M	6.59%	1
2018 Q3	$6.73M	Buy	271,360 +87,290	+47%	+$2.17M	3.51%	10
2018 Q2	$4.58M	Buy	184,070 +36,470	+25%	+$906K	2.5%	15
2018 Q1	$3.68M	Buy	147,600 +100,000	+210%	+$2.49M	2.05%	21
2017 Q4	$1.19M	Buy	+47,600	New	+$1.2M	0.61%	36

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

Blume Capital Management's SCHO Position: Q2 2026 in Review

Blume Capital Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 8,898 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #120.

Blume Capital Management first reported a position in SCHO in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.2M in Q1 2019. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Blume Capital Management held 8,898 shares of Schwab Short-Term US Treasury ETF worth $215K as of Q2 2026.
Blume Capital Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.03% of Blume Capital Management's portfolio in Q2 2026, its #120 holding.
Blume Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 35 quarters since.
Blume Capital Management's Schwab Short-Term US Treasury ETF position peaked at $12.2M in Q1 2019.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.