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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.14M Buy
213,107
+80,476
+61% +$1.95M 0.52% 34
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

Cheviot Value Management's SCHO Position: Q2 2026 in Review

Cheviot Value Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 61% in Q2 2026, buying an estimated $1.95M and bringing the position to 213,107 shares worth $5.14M. The position accounts for 0.52% of the portfolio, ranked #34.

Cheviot Value Management first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Cheviot Value Management held 213,107 shares of Schwab Short-Term US Treasury ETF worth $5.14M as of Q2 2026.
  • Cheviot Value Management bought 80,476 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.95M.
  • Schwab Short-Term US Treasury ETF made up 0.52% of Cheviot Value Management's portfolio in Q2 2026, its #34 holding.
  • Cheviot Value Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.