CGN Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
CGN Advisors's SCHO Position: Q2 2026 in Review
CGN Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.23% in Q2 2026, buying an estimated $749 and bringing the position to 13,470 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #268.
CGN Advisors first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $413K in Q4 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- CGN Advisors held 13,470 shares of Schwab Short-Term US Treasury ETF worth $325K as of Q2 2026.
- CGN Advisors bought 31 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $749.
- Schwab Short-Term US Treasury ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #268 holding.
- CGN Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
- CGN Advisors's Schwab Short-Term US Treasury ETF position peaked at $413K in Q4 2024.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.