Cheviot Value Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cheviot Value Management’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 Q1	$3.22M	Buy	132,631 +7,813	+6%	+$190K	0.32%	40
2025 Q4	$3.04M	Buy	124,818 +6,942	+6%	+$169K	0.3%	41
2025 Q3	$2.88M	Sell	117,876 -17,426	-13%	-$424K	0.31%	42
2025 Q2	$3.29M	Buy	135,302 +6,034	+5%	+$147K	0.38%	39
2025 Q1	$3.14M	Buy	+129,268	New	+$3.13M	0.39%	39

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cheviot Value Management's SCHO Position: Q1 2026 in Review

Cheviot Value Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.3% in Q1 2026, buying an estimated $190K and bringing the position to 132,631 shares worth $3.22M. The position accounts for 0.32% of the portfolio, ranked #40.

Cheviot Value Management first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q2 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Cheviot Value Management held 132,631 shares of Schwab Short-Term US Treasury ETF worth $3.22M as of Q1 2026.
Cheviot Value Management bought 7,813 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $190K.
Schwab Short-Term US Treasury ETF made up 0.32% of Cheviot Value Management's portfolio in Q1 2026, its #40 holding.
Cheviot Value Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's Schwab Short-Term US Treasury ETF position peaked at $3.29M in Q2 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.