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Contravisory Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Contravisory Investment Management’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 		$153K Sell
6,420
-2
-0% -$48 0.03% 217
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Contravisory Investment Management's SCHO Position: Q3 2026 in Review

Contravisory Investment Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.03% in Q3 2026, selling an estimated $48 and leaving 6,420 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #217.

Contravisory Investment Management first reported a position in SCHO in Q1 2017 and has held it in 39 quarters since. The position peaked at $292K in Q3 2021. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Contravisory Investment Management held 6,420 shares of Schwab Short-Term US Treasury ETF worth $153K as of Q3 2026.
  • Contravisory Investment Management sold 2 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $48.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Contravisory Investment Management's portfolio in Q3 2026, its #217 holding.
  • Contravisory Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and has held it in 39 quarters since.
  • Contravisory Investment Management's Schwab Short-Term US Treasury ETF position peaked at $292K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.