Cambridge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cambridge Advisors’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	$791K	Hold	32,757	–	–	0.14%	94
2026 Q1	$795K	Hold	32,757	–	–	0.15%	94
2025 Q4	$798K	Hold	32,757	–	–	0.15%	97
2025 Q3	$799K	Hold	32,757	–	–	0.16%	91
2025 Q2	$799K	Sell	32,757 -83	-0.3%	-$2.02K	0.17%	87
2025 Q1	$799K	Hold	32,840	–	–	0.18%	86
2024 Q4	$790K	Sell	32,840 -120	-0.4%	-$2.91K	0.18%	86
2024 Q3	$807K	Hold	32,960	–	–	0.18%	86
2024 Q2	$793K	Hold	32,960	–	–	0.18%	86
2024 Q1	$795K	Hold	32,960	–	–	0.19%	85
2023 Q4	$798K	Sell	32,960 -1,200	-4%	-$28.8K	0.2%	80
2023 Q3	$818K	Sell	34,160 -200	-0.6%	-$4.79K	0.22%	78
2023 Q2	$826K	Hold	34,360	–	–	0.21%	78
2023 Q1	$838K	Sell	34,360 -1,000	-3%	-$24.2K	0.21%	78
2022 Q4	$853K	Hold	35,360	–	–	0.23%	73
2022 Q3	$853K	Hold	35,360	–	–	0.24%	70
2022 Q2	$870K	Sell	35,360 -16	-0%	-$394	0.24%	68
2022 Q1	$876K	Hold	35,376	–	–	0.21%	81
2021 Q4	$899K	Buy	35,376 +540	+2%	+$13.8K	0.2%	82
2021 Q3	$892K	Hold	34,836	–	–	0.22%	79
2021 Q2	$892K	Hold	34,836	–	–	0.22%	79
2021 Q1	$894K	Buy	34,836 +400	+1%	+$10.3K	0.23%	76
2020 Q4	$885K	Buy	34,436 +1,124	+3%	+$28.9K	0.24%	72
2020 Q3	$858K	Sell	33,312 -27,012	-45%	-$696K	0.25%	69
2020 Q2	$1.56M	Buy	60,324 +800	+1%	+$20.7K	0.49%	34
2020 Q1	$1.54M	Buy	59,524 +4,210	+8%	+$107K	0.56%	30
2019 Q4	$1.4M	Buy	55,314 +9,212	+20%	+$233K	0.43%	41
2019 Q3	$1.17M	Buy	46,102 +15,108	+49%	+$382K	0.38%	41
2019 Q2	$784K	Hold	30,994	–	–	0.26%	71
2019 Q1	$778K	Buy	30,994 +272	+0.9%	+$6.79K	0.26%	69
2018 Q4	$767K	Hold	30,722	–	–	0.29%	63
2018 Q3	$761K	Buy	30,722 +440	+1%	+$10.9K	0.26%	72
2018 Q2	$753K	Hold	30,282	–	–	0.27%	69
2018 Q1	$755K	Sell	30,282 -102	-0.3%	-$2.54K	0.27%	68
2017 Q4	$760K	Buy	30,384 +168	+0.6%	+$4.22K	0.27%	67
2017 Q3	$761K	Buy	30,216 +4	+0%	+$101	0.29%	63
2017 Q2	$762K	Buy	30,212 +32	+0.1%	+$808	0.31%	61
2017 Q1	$761K	Buy	30,180 +5,604	+23%	+$141K	0.31%	64
2016 Q4	$620K	Buy	24,576 +2	+0%	+$51	0.27%	71
2016 Q3	$624K	Buy	24,574 +2	+0%	+$51	0.28%	71
2016 Q2	$626K	Buy	24,572 +2,012	+9%	+$51.1K	0.29%	70
2016 Q1	$573K	Hold	22,560	–	–	0.27%	73
2015 Q4	$569K	Buy	+22,560	New	+$571K	0.32%	69

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Cambridge Advisors's SCHO Position: Q2 2026 in Review

Cambridge Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 32,757 shares worth $791K. The position accounts for 0.14% of the portfolio, ranked #94.

Cambridge Advisors first reported a position in SCHO in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.56M in Q2 2020. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Cambridge Advisors held 32,757 shares of Schwab Short-Term US Treasury ETF worth $791K as of Q2 2026.
Cambridge Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.14% of Cambridge Advisors's portfolio in Q2 2026, its #94 holding.
Cambridge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and has held it in 43 quarters since.
Cambridge Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.56M in Q2 2020.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.