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Dorato Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Dorato Capital 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
Q2 		$26.1K Buy
1,084
+11
+1% +$266 0.02% 206
2026
Q1 		$26K Buy
1,073
+10
+0.9% +$243 0.02% 202
2025
Q4 		$25.9K Buy
+1,063
New +$25.9K 0.02% 202

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
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
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Dorato Capital Management's SCHO Position: Q2 2026 in Review

Dorato Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1% in Q2 2026, buying an estimated $266 and bringing the position to 1,084 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #206.

Dorato Capital Management first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Dorato Capital Management held 1,084 shares of Schwab Short-Term US Treasury ETF worth $26.1K as of Q2 2026.
  • Dorato Capital Management bought 11 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $266.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Dorato Capital Management's portfolio in Q2 2026, its #206 holding.
  • Dorato Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.