Contravisory Investment 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 | $155K | Buy |
6,422
+2
| +0% | +$48 | 0.03% | 222 |
|
|
2026
Q1 | $156K | Hold |
6,420
| – | – | 0.03% | 218 |
|
|
2025
Q4 | $156K | Hold |
6,420
| – | – | 0.03% | 237 |
|
|
2025
Q3 | $157K | Hold |
6,420
| – | – | 0.03% | 251 |
|
|
2025
Q2 | $157K | Hold |
6,420
| – | – | 0.03% | 260 |
|
|
2025
Q1 | $156K | Hold |
6,420
| – | – | 0.03% | 256 |
|
|
2024
Q4 | $154K | Hold |
6,420
| – | – | 0.03% | 234 |
|
|
2024
Q3 | $157K | Hold |
6,420
| – | – | 0.03% | 226 |
|
|
2024
Q2 | $154K | Hold |
6,420
| – | – | 0.03% | 221 |
|
|
2024
Q1 | $155K | Hold |
6,420
| – | – | 0.03% | 219 |
|
|
2023
Q4 | $156K | Hold |
6,420
| – | – | 0.04% | 214 |
|
|
2023
Q3 | $154K | Sell |
6,420
-4,970
| -44% | -$119K | 0.04% | 213 |
|
|
2023
Q2 | $274K | Hold |
11,390
| – | – | 0.07% | 176 |
|
|
2023
Q1 | $278K | Hold |
11,390
| – | – | 0.08% | 167 |
|
|
2022
Q4 | $275K | Hold |
11,390
| – | – | 0.08% | 165 |
|
|
2022
Q3 | $275K | Hold |
11,390
| – | – | 0.09% | 150 |
|
|
2022
Q2 | $280K | Hold |
11,390
| – | – | 0.09% | 151 |
|
|
2022
Q1 | $282K | Hold |
11,390
| – | – | 0.08% | 161 |
|
|
2021
Q4 | $290K | Hold |
11,390
| – | – | 0.08% | 168 |
|
|
2021
Q3 | $292K | Hold |
11,390
| – | – | 0.09% | 162 |
|
|
2021
Q2 | $292K | Hold |
11,390
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $292K | Buy |
11,390
+2,730
| +32% | +$70.1K | 0.09% | 137 |
|
|
2020
Q4 | $223K | Hold |
8,660
| – | – | 0.07% | 150 |
|
|
2020
Q3 | $223K | Hold |
8,660
| – | – | 0.08% | 143 |
|
|
2020
Q2 | $223K | Hold |
8,660
| – | – | 0.08% | 138 |
|
|
2020
Q1 | $224K | Hold |
8,660
| – | – | 0.1% | 117 |
|
|
2019
Q4 | $219K | Hold |
8,660
| – | – | 0.08% | 141 |
|
|
2019
Q3 | $219K | Hold |
8,660
| – | – | 0.08% | 138 |
|
|
2019
Q2 | $219K | Hold |
8,660
| – | – | 0.08% | 138 |
|
|
2019
Q1 | $217K | Hold |
8,660
| – | – | 0.08% | 139 |
|
|
2018
Q4 | $216K | Hold |
8,660
| – | – | 0.09% | 133 |
|
|
2018
Q3 | $215K | Hold |
8,660
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $215K | Hold |
8,660
| – | – | 0.08% | 145 |
|
|
2018
Q1 | $216K | Hold |
8,660
| – | – | 0.08% | 139 |
|
|
2017
Q4 | $217K | Sell |
8,660
-488
| -5% | -$12.3K | 0.08% | 132 |
|
|
2017
Q3 | $231K | Sell |
9,148
-1,666
| -15% | -$42K | 0.08% | 134 |
|
|
2017
Q2 | $273K | Buy |
10,814
+1,452
| +16% | +$36.6K | 0.1% | 88 |
|
|
2017
Q1 | $236K | Buy |
+9,362
| New | +$236K | 0.08% | 95 |
|
Other funds holding SCHO
MA
Contravisory Investment Management's SCHO Position: Q2 2026 in Review
Contravisory Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.03% in Q2 2026, buying an estimated $48 and bringing the position to 6,422 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #222.
Contravisory Investment Management first reported a position in SCHO in Q1 2017 and has held it in 38 quarters since. The position peaked at $292K in Q3 2021. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Contravisory Investment Management held 6,422 shares of Schwab Short-Term US Treasury ETF worth $155K as of Q2 2026.
- Contravisory Investment Management bought 2 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $48.
- Schwab Short-Term US Treasury ETF made up 0.03% of Contravisory Investment Management's portfolio in Q2 2026, its #222 holding.
- Contravisory Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 38 quarters since.
- Contravisory Investment Management's Schwab Short-Term US Treasury ETF position peaked at $292K in Q3 2021.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.