Fort Vancouver Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fort Vancouver Investment 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	$17.3K	Buy	715 +26	+4%	+$628	0.01%	44
2026 Q1	$16.7K	Buy	689 +12	+2%	+$292	0.01%	41
2025 Q4	$16.5K	Buy	677 +9	+1%	+$219	0.01%	41
2025 Q3	$16.3K	Buy	668 +88	+15%	+$2.14K	0.01%	40
2025 Q2	$14.1K	Buy	580 +5	+0.9%	+$121	0.01%	41
2025 Q1	$14K	Buy	575 +10	+2%	+$242	0.01%	45
2024 Q4	$13.6K	Buy	565 +7	+1%	+$170	0.01%	40
2024 Q3	$13.7K	Sell	558 -310	-36%	-$7.54K	0.01%	41
2024 Q2	$20.9K	Buy	+868	New	+$20.8K	0.02%	37

Other funds holding SCHO

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

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

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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Fort Vancouver Investment Management's SCHO Position: Q2 2026 in Review

Fort Vancouver Investment Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.8% in Q2 2026, buying an estimated $628 and bringing the position to 715 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #44.

Fort Vancouver Investment Management first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.9K in Q2 2024. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Fort Vancouver Investment Management held 715 shares of Schwab Short-Term US Treasury ETF worth $17.3K as of Q2 2026.
Fort Vancouver Investment Management bought 26 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $628.
Schwab Short-Term US Treasury ETF made up 0.01% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #44 holding.
Fort Vancouver Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Fort Vancouver Investment Management's Schwab Short-Term US Treasury ETF position peaked at $20.9K in Q2 2024.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.