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Cape Investment Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cape Investment Advisory’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 		$149K Buy
6,233
+1,166
+23% +$28K 0.04% 281
2026
Q2 		$122K Buy
+5,067
New +$122K 0.03% 309
2026
Q1 		– Sell
-7,844
Closed -$191K – 1004
2025
Q4 		$191K Buy
7,844
+2,477
+46% +$60.4K 0.06% 218
2025
Q3 		$131K Sell
5,367
-1,401
-21% -$34.1K 0.13% 134
2025
Q2 		$165K Buy
6,768
+50
+0.7% +$1.22K 0.06% 204
2025
Q1 		$164K Buy
6,718
+4
+0.1% +$97 0.07% 194
2024
Q4 		$162K Buy
6,714
+134
+2% +$3.25K 0.06% 190
2024
Q3 		$161K Buy
6,580
+536
+9% +$13K 0.07% 189
2024
Q2 		$145K Buy
6,044
+96
+2% +$2.3K 0.07% 186
2024
Q1 		$143K Buy
5,948
+736
+14% +$17.8K 0.07% 175
2023
Q4 		$126K Sell
5,212
-3,572
-41% -$85.8K 0.06% 193
2023
Q3 		$210K Buy
8,784
+306
+4% +$7.33K 0.12% 126
2023
Q2 		$204K Buy
8,478
+504
+6% +$12.2K 0.11% 129
2023
Q1 		$195K Buy
+7,974
New +$193K 0.12% 124

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
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

Cape Investment Advisory's SCHO Position: Q3 2026 in Review

Cape Investment Advisory increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 23% in Q3 2026, buying an estimated $28K and bringing the position to 6,233 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #281.

Cape Investment Advisory first reported a position in SCHO in Q1 2023 and has held it in 14 quarters since. The position peaked at $210K in Q3 2023. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Cape Investment Advisory held 6,233 shares of Schwab Short-Term US Treasury ETF worth $149K as of Q3 2026.
  • Cape Investment Advisory bought 1,166 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $28K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Cape Investment Advisory's portfolio in Q3 2026, its #281 holding.
  • Cape Investment Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Schwab Short-Term US Treasury ETF position peaked at $210K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.