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Daytona Street Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Daytona Street Capital’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 		$192K Buy
7,976
+1,033
+15% +$25K 0.14% 130
2026
Q1 		$168K Hold
6,943
– – 0.13% 134
2025
Q4 		$169K Buy
+6,943
New +$169K 0.13% 135

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Daytona Street Capital's SCHO Position: Q2 2026 in Review

Daytona Street Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 15% in Q2 2026, buying an estimated $25K and bringing the position to 7,976 shares worth $192K. The position accounts for 0.14% of the portfolio, ranked #130.

Daytona Street Capital first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Daytona Street Capital held 7,976 shares of Schwab Short-Term US Treasury ETF worth $192K as of Q2 2026.
  • Daytona Street Capital bought 1,033 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $25K.
  • Schwab Short-Term US Treasury ETF made up 0.14% of Daytona Street Capital's portfolio in Q2 2026, its #130 holding.
  • Daytona Street Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.