Gilbert Capital Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gilbert Capital Group’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	$1.64M	Sell	67,813 -40,286	-37%	-$974K	1.15%	22
2026 Q1	$2.62M	Sell	108,099 -1,463	-1%	-$35.6K	2.03%	11
2025 Q4	$2.67M	Sell	109,562 -28,775	-21%	-$702K	2.01%	15
2025 Q3	$3.38M	Sell	138,337 -13,157	-9%	-$320K	2.61%	13
2025 Q2	$3.69M	Buy	+151,494	New	+$3.68M	3.06%	12

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gilbert Capital Group's SCHO Position: Q2 2026 in Review

Gilbert Capital Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 37% in Q2 2026, selling an estimated $974K and leaving 67,813 shares worth $1.64M. The position accounts for 1.15% of the portfolio, ranked #22.

Gilbert Capital Group first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.69M in Q2 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Gilbert Capital Group held 67,813 shares of Schwab Short-Term US Treasury ETF worth $1.64M as of Q2 2026.
Gilbert Capital Group sold 40,286 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $974K.
Schwab Short-Term US Treasury ETF made up 1.15% of Gilbert Capital Group's portfolio in Q2 2026, its #22 holding.
Gilbert Capital Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's Schwab Short-Term US Treasury ETF position peaked at $3.69M in Q2 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.