CAG
SCHO icon

Csenge Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Csenge Advisory 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
Q2 		$4.28M Buy
177,463
+30,747
+21% +$743K 0.17% 117
2026
Q1 		$3.56M Buy
146,716
+14,169
+11% +$345K 0.16% 118
2025
Q4 		$3.23M Buy
132,547
+10,977
+9% +$268K 0.15% 135
2025
Q3 		$2.97M Buy
121,570
+22,724
+23% +$553K 0.14% 133
2025
Q2 		$2.4M Sell
98,846
-605
-0.6% -$14.7K 0.13% 139
2025
Q1 		$2.42M Buy
99,451
+16,148
+19% +$391K 0.14% 132
2024
Q4 		$2M Sell
83,303
-62,089
-43% -$1.5M 0.11% 144
2024
Q3 		$1.77M Buy
145,392
+76,290
+110% +$1.85M 0.09% 166
2024
Q2 		$1.66M Sell
69,102
-16,380
-19% -$393K 0.09% 164
2024
Q1 		$2.06M Sell
85,482
-2,642
-3% -$63.8K 0.12% 143
2023
Q4 		$2.13M Buy
88,124
+14,448
+20% +$347K 0.13% 131
2023
Q3 		$1.76M Buy
73,676
+2,314
+3% +$55.5K 0.12% 146
2023
Q2 		$1.71M Buy
71,362
+3,896
+6% +$94.5K 0.12% 147
2023
Q1 		$1.65M Buy
67,466
+2,450
+4% +$59.3K 0.12% 147
2022
Q4 		$1.57M Buy
65,016
+824
+1% +$19.9K 0.12% 152
2022
Q3 		$1.55M Buy
64,192
+16,778
+35% +$410K 0.13% 152
2022
Q2 		$1.17M Buy
47,414
+34,238
+260% +$844K 0.1% 181
2022
Q1 		$326K Sell
13,176
-868
-6% -$21.8K 0.03% 484
2021
Q4 		$360K Buy
14,044
+810
+6% +$20.7K 0.03% 415
2021
Q3 		$339K Sell
13,234
-810
-6% -$20.8K 0.03% 445
2021
Q2 		$360K Buy
+14,044
New +$360K 0.03% 416

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Csenge Advisory Group's SCHO Position: Q2 2026 in Review

Csenge Advisory Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q2 2026, buying an estimated $743K and bringing the position to 177,463 shares worth $4.28M. The position accounts for 0.17% of the portfolio, ranked #117.

Csenge Advisory Group first reported a position in SCHO in Q2 2021 and has held it in 21 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Csenge Advisory Group held 177,463 shares of Schwab Short-Term US Treasury ETF worth $4.28M as of Q2 2026.
  • Csenge Advisory Group bought 30,747 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $743K.
  • Schwab Short-Term US Treasury ETF made up 0.17% of Csenge Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Csenge Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 21 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.