Cahill Financial 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
Q2 | $314K | Sell |
13,008
-834
| -6% | -$20.2K | 0.03% | 245 |
|
|
2026
Q1 | $336K | Sell |
13,842
-967
| -7% | -$23.5K | 0.04% | 228 |
|
|
2025
Q4 | $361K | Sell |
14,809
-4,104
| -22% | -$100K | 0.04% | 214 |
|
|
2025
Q3 | $461K | Buy |
18,913
+50
| +0.3% | +$1.22K | 0.05% | 183 |
|
|
2025
Q2 | $460K | Buy |
18,863
+2,274
| +14% | +$55.3K | 0.06% | 181 |
|
|
2025
Q1 | $404K | Sell |
16,589
-3,076
| -16% | -$74.5K | 0.05% | 191 |
|
|
2024
Q4 | $473K | Sell |
19,665
-7,821
| -28% | -$189K | 0.06% | 168 |
|
|
2024
Q3 | $673K | Sell |
27,486
-1,174
| -4% | -$28.5K | 0.09% | 138 |
|
|
2024
Q2 | $690K | Sell |
28,660
-5,060
| -15% | -$121K | 0.09% | 151 |
|
|
2024
Q1 | $813K | Sell |
33,720
-4,538
| -12% | -$110K | 0.11% | 140 |
|
|
2023
Q4 | $927K | Buy |
38,258
+266
| +0.7% | +$6.39K | 0.14% | 126 |
|
|
2023
Q3 | $910K | Buy |
37,992
+2,744
| +8% | +$65.8K | 0.15% | 126 |
|
|
2023
Q2 | $847K | Buy |
35,248
+19,532
| +124% | +$474K | 0.14% | 124 |
|
|
2023
Q1 | $383K | Sell |
15,716
-560
| -3% | -$13.6K | 0.07% | 173 |
|
|
2022
Q4 | $393K | Sell |
16,276
-460
| -3% | -$11.1K | 0.08% | 167 |
|
|
2022
Q3 | $404K | Buy |
16,736
+7,800
| +87% | +$191K | 0.09% | 163 |
|
|
2022
Q2 | $220K | Sell |
8,936
-352,872
| -98% | -$8.7M | 0.05% | 199 |
|
|
2022
Q1 | $8.96M | Buy |
361,808
+44,208
| +14% | +$1.11M | 1.69% | 15 |
|
|
2021
Q4 | $8.07M | Sell |
317,600
-161,326
| -34% | -$4.11M | 1.56% | 15 |
|
|
2021
Q3 | $12.3M | Sell |
478,926
-17,226
| -3% | -$441K | 2.51% | 9 |
|
|
2021
Q2 | $12.7M | Sell |
496,152
-3,924
| -0.8% | -$101K | 2.86% | 8 |
|
|
2021
Q1 | $12.8M | Sell |
500,076
-28,972
| -5% | -$744K | 3.13% | 7 |
|
|
2020
Q4 | $13.6M | Buy |
529,048
+5,676
| +1% | +$146K | 3.43% | 7 |
|
|
2020
Q3 | $13.5M | Buy |
523,372
+9,844
| +2% | +$254K | 4.85% | 4 |
|
|
2020
Q2 | $13.3M | Buy |
513,528
+3,610
| +0.7% | +$93.2K | 5.13% | 4 |
|
|
2020
Q1 | $13.2M | Buy |
509,918
+22,434
| +5% | +$571K | 6.12% | 2 |
|
|
2019
Q4 | $12.3M | Buy |
487,484
+45,234
| +10% | +$1.14M | 4.47% | 3 |
|
|
2019
Q3 | $11.2M | Buy |
442,250
+25,926
| +6% | +$655K | 4.35% | 3 |
|
|
2019
Q2 | $10.5M | Buy |
416,324
+101,960
| +32% | +$2.56M | 4.17% | 3 |
|
|
2019
Q1 | $7.89M | Buy |
314,364
+83,790
| +36% | +$2.09M | 3.29% | 5 |
|
|
2018
Q4 | $5.75M | Buy |
230,574
+25,784
| +13% | +$639K | 2.88% | 5 |
|
|
2018
Q3 | $5.08M | Buy |
204,790
+32,826
| +19% | +$815K | 2.24% | 9 |
|
|
2018
Q2 | $4.28M | Buy |
171,964
+31,692
| +23% | +$787K | 1.97% | 10 |
|
|
2018
Q1 | $3.5M | Buy |
140,272
+88,432
| +171% | +$2.2M | 1.67% | 14 |
|
|
2017
Q4 | $1.3M | Buy |
+51,840
| New | +$1.3M | 0.65% | 43 |
|
Other funds holding SCHO
MA
MFT
BSB
MT
Cahill Financial Advisors's SCHO Position: Q2 2026 in Review
Cahill Financial Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6% in Q2 2026, selling an estimated $20.2K and leaving 13,008 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #245.
Cahill Financial Advisors first reported a position in SCHO in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.6M in Q4 2020. 580 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Cahill Financial Advisors held 13,008 shares of Schwab Short-Term US Treasury ETF worth $314K as of Q2 2026.
- Cahill Financial Advisors sold 834 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $20.2K.
- Schwab Short-Term US Treasury ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #245 holding.
- Cahill Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 35 quarters since.
- Cahill Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $13.6M in Q4 2020.
- 580 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.