Galvin Gaustad & Stein’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Galvin Gaustad & Stein’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 Q3	$22.6M	Sell	949,186 -16,082	-2%	-$386K	1.7%	13
2026 Q2	$23.3M	Buy	965,268 +78,368	+9%	+$1.89M	1.72%	15
2026 Q1	$21.5M	Buy	886,900 +4,262	+0.5%	+$104K	1.72%	14
2025 Q4	$21.5M	Buy	882,638 +30,189	+4%	+$736K	1.68%	15
2025 Q3	$20.8M	Buy	852,449 +65,887	+8%	+$1.6M	1.69%	19
2025 Q2	$19.2M	Buy	786,562 +132,363	+20%	+$3.22M	1.65%	20
2025 Q1	$15.9M	Buy	654,199 +79,377	+14%	+$1.92M	1.42%	29
2024 Q4	$13.8M	Buy	574,822 +104,484	+22%	+$2.53M	1.24%	35
2024 Q3	$11.5M	Buy	470,338 +72,966	+18%	+$1.77M	1.03%	43
2024 Q2	$9.56M	Buy	397,372 +14,198	+4%	+$341K	0.89%	46
2024 Q1	$9.24M	Buy	383,174 +40,740	+12%	+$984K	0.85%	47
2023 Q4	$8.3M	Buy	342,434 +89,118	+35%	+$2.14M	0.78%	48
2023 Q3	$6.07M	Buy	253,316 +17,154	+7%	+$411K	0.61%	52
2023 Q2	$5.67M	Buy	236,162 +147,018	+165%	+$3.56M	0.55%	52
2023 Q1	$2.17M	Sell	89,144 -54,576	-38%	-$1.32M	0.21%	71
2022 Q4	$3.47M	Sell	143,720 -47,632	-25%	-$1.15M	0.35%	64
2022 Q3	$4.62M	Sell	191,352 -9,970	-5%	-$244K	0.49%	61
2022 Q2	$4.95M	Sell	201,322 -218,280	-52%	-$5.38M	0.5%	62
2022 Q1	$10.4M	Sell	419,602 -136,906	-25%	-$3.44M	0.94%	44
2021 Q4	$14.1M	Sell	556,508 -45,848	-8%	-$1.17M	1.22%	31
2021 Q3	$15.4M	Sell	602,356 -45,114	-7%	-$1.16M	1.49%	24
2021 Q2	$16.6M	Sell	647,470 -35,968	-5%	-$922K	1.58%	18
2021 Q1	$17.5M	Buy	683,438 +11,708	+2%	+$301K	1.76%	16
2020 Q4	$17.3M	Buy	+671,730	New	+$17.3M	1.81%	15

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Galvin Gaustad & Stein's SCHO Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.7% in Q3 2026, selling an estimated $386K and leaving 949,186 shares worth $22.6M. The position accounts for 1.7% of the portfolio, ranked #13.

Galvin Gaustad & Stein first reported a position in SCHO in Q4 2020 and has held it in 24 quarters since. The position peaked at $23.3M in Q2 2026. 62 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Galvin Gaustad & Stein held 949,186 shares of Schwab Short-Term US Treasury ETF worth $22.6M as of Q3 2026.
Galvin Gaustad & Stein sold 16,082 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $386K.
Schwab Short-Term US Treasury ETF made up 1.7% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #13 holding.
Galvin Gaustad & Stein first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 24 quarters since.
Galvin Gaustad & Stein's Schwab Short-Term US Treasury ETF position peaked at $23.3M in Q2 2026.
62 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.