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 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 $1.37T 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

Chilton Investment Company's SCHO Position: Q1 2026 in Review

Chilton Investment Company held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 29,910 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #180.

Chilton Investment Company first reported a position in SCHO in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q4 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Chilton Investment Company held 29,910 shares of Schwab Short-Term US Treasury ETF worth $726K as of Q1 2026.
Chilton Investment Company left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up 0.02% of Chilton Investment Company's portfolio in Q1 2026, its #180 holding.
Chilton Investment Company first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Chilton Investment Company's Schwab Short-Term US Treasury ETF position peaked at $849K in Q4 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.