CFO
SCHO icon

CVA Family Office’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CVA Family Office’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 		$773K Buy
32,027
+14
+0% +$338 0.07% 155
2026
Q1 		$777K Buy
32,013
+20,200
+171% +$492K 0.08% 133
2025
Q4 		$288K Sell
11,813
-181
-2% -$4.41K 0.03% 245
2025
Q3 		$293K Buy
11,994
+1,266
+12% +$30.8K 0.04% 234
2025
Q2 		$262K Buy
10,728
+15
+0.1% +$364 0.04% 249
2025
Q1 		$261K Sell
10,713
-136
-1% -$3.29K 0.04% 240
2024
Q4 		$261K Sell
10,849
-1,211
-10% -$29.3K 0.04% 231
2024
Q3 		$295K Sell
12,060
-1,184
-9% -$28.8K 0.05% 203
2024
Q2 		$319K Sell
13,244
-616
-4% -$14.8K 0.06% 185
2024
Q1 		$334K Buy
13,860
+4
+0% +$97 0.06% 181
2023
Q4 		$336K Buy
13,856
+8
+0.1% +$192 0.07% 176
2023
Q3 		$332K Buy
13,848
+4
+0% +$96 0.08% 159
2023
Q2 		$333K Sell
13,844
-78
-0.6% -$1.89K 0.07% 162
2023
Q1 		$340K Buy
13,922
+274
+2% +$6.63K 0.08% 153
2022
Q4 		$329K Sell
13,648
-762
-5% -$18.4K 0.08% 145
2022
Q3 		$348K Sell
14,410
-388
-3% -$9.49K 0.09% 127
2022
Q2 		$364K Sell
14,798
-40
-0.3% -$986 0.1% 111
2022
Q1 		$368K Sell
14,838
-4,148
-22% -$104K 0.09% 121
2021
Q4 		$483K Buy
18,986
+1,572
+9% +$40.1K 0.12% 100
2021
Q3 		$448K Sell
17,414
-2,342
-12% -$60K 0.32% 53
2021
Q2 		$506K Buy
19,756
+392
+2% +$10.1K 0.14% 94
2021
Q1 		$497K Buy
19,364
+1,950
+11% +$50.1K 0.19% 76
2020
Q4 		$447K Hold
17,414
– – 0.27% 60
2020
Q3 		$448K Buy
17,414
+2
+0% +$52 0.32% 53
2020
Q2 		$449K Sell
17,412
-1,452
-8% -$37.5K 0.37% 46
2020
Q1 		$488K Buy
18,864
+5,330
+39% +$136K 0.5% 43
2019
Q4 		$342K Buy
+13,534
New +$342K 0.32% 58

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

CVA Family Office's SCHO Position: Q2 2026 in Review

CVA Family Office increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.04% in Q2 2026, buying an estimated $338 and bringing the position to 32,027 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #155.

CVA Family Office first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $777K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • CVA Family Office held 32,027 shares of Schwab Short-Term US Treasury ETF worth $773K as of Q2 2026.
  • CVA Family Office bought 14 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $338.
  • Schwab Short-Term US Treasury ETF made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #155 holding.
  • CVA Family Office first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Schwab Short-Term US Treasury ETF position peaked at $777K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.