Clean Yield Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clean Yield Group’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 Q3	$160K	Buy	+6,724	New	+$162K	0.04%	164
2024 Q3	–	Sell	-13,000	Closed	-$313K	–	488
2024 Q2	$313K	Hold	13,000	–	–	0.12%	102
2024 Q1	$313K	Hold	13,000	–	–	0.12%	103
2023 Q4	$315K	Sell	13,000 -29,600	-69%	-$711K	0.13%	101
2023 Q3	$1.02M	Buy	42,600 +180	+0.4%	+$4.32K	0.45%	52
2023 Q2	$1.02M	Sell	42,420 -8,400	-17%	-$204K	0.42%	52
2023 Q1	$1.24M	Sell	50,820 -1,378	-3%	-$33.4K	0.53%	48
2022 Q4	$1.26M	Buy	52,198 +26,398	+102%	+$636K	0.54%	52
2022 Q3	$623K	Buy	25,800 +11,800	+84%	+$289K	0.29%	73
2022 Q2	$344K	Buy	+14,000	New	+$345K	0.14%	100

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Clean Yield Group's SCHO Position: Q3 2026 in Review

Clean Yield Group opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 6,724 shares worth $160K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in SCHO as recently as Q2 2024.

Clean Yield Group first reported a position in SCHO in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2022. 343 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Clean Yield Group held 6,724 shares of Schwab Short-Term US Treasury ETF worth $160K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Clean Yield Group position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 0.04% of Clean Yield Group's portfolio in Q3 2026, its #164 holding.
Clean Yield Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 10 quarters since.
Clean Yield Group's Schwab Short-Term US Treasury ETF position peaked at $1.26M in Q4 2022.
343 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.