D.B. Root & Company’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 | $925K | Sell |
38,301
-3,226
| -8% | -$78K | 0.2% | 72 |
|
|
2026
Q1 | $1.01M | Buy |
41,527
+6,825
| +20% | +$166K | 0.24% | 64 |
|
|
2025
Q4 | $846K | Sell |
34,702
-6,010
| -15% | -$147K | 0.21% | 72 |
|
|
2025
Q3 | $993K | Sell |
40,712
-2,261
| -5% | -$55K | 0.25% | 63 |
|
|
2025
Q2 | $1.05M | Sell |
42,973
-24,129
| -36% | -$586K | 0.31% | 60 |
|
|
2025
Q1 | $1.63M | Buy |
67,102
+8,161
| +14% | +$198K | 0.53% | 33 |
|
|
2024
Q4 | $1.42M | Sell |
58,941
-9,945
| -14% | -$241K | 0.45% | 40 |
|
|
2024
Q3 | $1.69M | Buy |
68,886
+7,988
| +13% | +$194K | 0.56% | 33 |
|
|
2024
Q2 | $1.47M | Sell |
60,898
-32,620
| -35% | -$782K | 0.5% | 35 |
|
|
2024
Q1 | $2.25M | Sell |
93,518
-29,438
| -24% | -$711K | 0.76% | 25 |
|
|
2023
Q4 | $2.98M | Sell |
122,956
-52,258
| -30% | -$1.25M | 1.08% | 17 |
|
|
2023
Q3 | $4.2M | Sell |
175,214
-30,550
| -15% | -$732K | 1.64% | 11 |
|
|
2023
Q2 | $4.94M | Sell |
205,764
-37,388
| -15% | -$907K | 1.87% | 8 |
|
|
2023
Q1 | $5.93M | Buy |
243,152
+11,388
| +5% | +$276K | 2.33% | 7 |
|
|
2022
Q4 | $5.59M | Buy |
231,764
+33,200
| +17% | +$800K | 2.36% | 7 |
|
|
2022
Q3 | $4.79M | Buy |
198,564
+30,848
| +18% | +$754K | 2.18% | 7 |
|
|
2022
Q2 | $4.12M | Buy |
167,716
+6,882
| +4% | +$170K | 1.77% | 11 |
|
|
2022
Q1 | $3.98M | Sell |
160,834
-10,860
| -6% | -$273K | 1.48% | 14 |
|
|
2021
Q4 | $4.37M | Sell |
171,694
-63,036
| -27% | -$1.61M | 1.57% | 14 |
|
|
2021
Q3 | $6.01M | Sell |
234,730
-39,932
| -15% | -$1.02M | 2.34% | 8 |
|
|
2021
Q2 | $7.03M | Sell |
274,662
-18,718
| -6% | -$480K | 2.63% | 7 |
|
|
2021
Q1 | $7.53M | Sell |
293,380
-107,126
| -27% | -$2.75M | 2.96% | 5 |
|
|
2020
Q4 | $10.3M | Sell |
400,506
-148,174
| -27% | -$3.81M | 4.11% | 4 |
|
|
2020
Q3 | $14.1M | Sell |
548,680
-10,770
| -2% | -$278K | 5.67% | 3 |
|
|
2020
Q2 | $14.4M | Buy |
559,450
+56,730
| +11% | +$1.46M | 6.27% | 3 |
|
|
2020
Q1 | $13M | Sell |
502,720
-16,678
| -3% | -$425K | 6.56% | 2 |
|
|
2019
Q4 | $13.1M | Sell |
519,398
-50,230
| -9% | -$1.27M | 5.77% | 2 |
|
|
2019
Q3 | $14.4M | Sell |
569,628
-35,034
| -6% | -$886K | 6.71% | 2 |
|
|
2019
Q2 | $15.3M | Buy |
604,662
+152,210
| +34% | +$3.82M | 6.78% | 1 |
|
|
2019
Q1 | $11.4M | Buy |
452,452
+429,300
| +1,854% | +$10.7M | 4.85% | 3 |
|
|
2018
Q4 | $578K | Buy |
23,152
+2,708
| +13% | +$67.2K | 0.29% | 101 |
|
|
2018
Q3 | $507K | Buy |
20,444
+1,616
| +9% | +$40.1K | 0.22% | 125 |
|
|
2018
Q2 | $468K | Buy |
18,828
+5,234
| +39% | +$130K | 0.22% | 134 |
|
|
2018
Q1 | $339K | Buy |
+13,594
| New | +$339K | 0.18% | 147 |
|
Other funds holding SCHO
MA
D.B. Root & Company's SCHO Position: Q2 2026 in Review
D.B. Root & Company reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.8% in Q2 2026, selling an estimated $78K and leaving 38,301 shares worth $925K. The position accounts for 0.2% of the portfolio, ranked #72.
D.B. Root & Company first reported a position in SCHO in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.3M in Q2 2019. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- D.B. Root & Company held 38,301 shares of Schwab Short-Term US Treasury ETF worth $925K as of Q2 2026.
- D.B. Root & Company sold 3,226 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $78K.
- Schwab Short-Term US Treasury ETF made up 0.2% of D.B. Root & Company's portfolio in Q2 2026, its #72 holding.
- D.B. Root & Company first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 34 quarters since.
- D.B. Root & Company's Schwab Short-Term US Treasury ETF position peaked at $15.3M in Q2 2019.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.