Cape Investment Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Cape Investment Advisory's SCHO Position: Q2 2026 in Review
Cape Investment Advisory opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 5,067 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SCHO as recently as Q4 2025.
Cape Investment Advisory first reported a position in SCHO in Q1 2023 and has held it in 13 quarters since. The position peaked at $210K in Q3 2023. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Cape Investment Advisory held 5,067 shares of Schwab Short-Term US Treasury ETF worth $122K as of Q2 2026.
- Schwab Short-Term US Treasury ETF was a new Cape Investment Advisory position in Q2 2026.
- Schwab Short-Term US Treasury ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #309 holding.
- Cape Investment Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
- Cape Investment Advisory's Schwab Short-Term US Treasury ETF position peaked at $210K in Q3 2023.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.