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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Galvin Gaustad & Stein's SCHO Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.8% in Q2 2026, buying an estimated $1.89M and bringing the position to 965,268 shares worth $23.3M. The position accounts for 1.72% of the portfolio, ranked #15.

Galvin Gaustad & Stein first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Galvin Gaustad & Stein held 965,268 shares of Schwab Short-Term US Treasury ETF worth $23.3M as of Q2 2026.
  • Galvin Gaustad & Stein bought 78,368 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.89M.
  • Schwab Short-Term US Treasury ETF made up 1.72% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #15 holding.
  • Galvin Gaustad & Stein first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.