Chilton Investment Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Chilton Investment Company’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 Q2	$762K	Buy	31,569 +1,659	+6%	+$40.1K	0.02%	196
2026 Q1	$726K	Hold	29,910	–	–	0.02%	180
2025 Q4	$729K	Hold	29,910	–	–	0.02%	178
2025 Q3	$730K	Sell	29,910 -1,450	-5%	-$35.3K	0.01%	168
2025 Q2	$765K	Sell	31,360 -2,840	-8%	-$69K	0.02%	126
2025 Q1	$832K	Sell	34,200 -1,100	-3%	-$26.6K	0.02%	118
2024 Q4	$849K	Buy	+35,300	New	+$855K	0.02%	112

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Chilton Investment Company's SCHO Position: Q2 2026 in Review

Chilton Investment Company increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.5% in Q2 2026, buying an estimated $40.1K and bringing the position to 31,569 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #196.

Chilton Investment Company first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q4 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Chilton Investment Company held 31,569 shares of Schwab Short-Term US Treasury ETF worth $762K as of Q2 2026.
Chilton Investment Company bought 1,659 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $40.1K.
Schwab Short-Term US Treasury ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #196 holding.
Chilton Investment Company first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Chilton Investment Company's Schwab Short-Term US Treasury ETF position peaked at $849K in Q4 2024.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.