Grove Street Fiduciary’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Grove Street Fiduciary’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	$7.06M	Sell	292,514 -847	-0.3%	-$20.5K	2.98%	11
2026 Q1	$7.12M	Sell	293,361 -1,778	-0.6%	-$43.3K	3.14%	10
2025 Q4	$7.19M	Sell	295,139 -289	-0.1%	-$7.05K	3.01%	10
2025 Q3	$7.21M	Sell	295,428 -2,236	-0.8%	-$54.4K	3.41%	8
2025 Q2	$7.26M	Sell	297,664 -6,196	-2%	-$151K	3.5%	8
2025 Q1	$7.4M	Sell	303,860 -17,322	-5%	-$419K	3.75%	8
2024 Q4	$7.73M	Buy	+321,182	New	+$7.78M	4.06%	8

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

Grove Street Fiduciary's SCHO Position: Q2 2026 in Review

Grove Street Fiduciary reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.29% in Q2 2026, selling an estimated $20.5K and leaving 292,514 shares worth $7.06M. The position accounts for 2.98% of the portfolio, ranked #11.

Grove Street Fiduciary first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.73M in Q4 2024. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Grove Street Fiduciary held 292,514 shares of Schwab Short-Term US Treasury ETF worth $7.06M as of Q2 2026.
Grove Street Fiduciary sold 847 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $20.5K.
Schwab Short-Term US Treasury ETF made up 2.98% of Grove Street Fiduciary's portfolio in Q2 2026, its #11 holding.
Grove Street Fiduciary first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Schwab Short-Term US Treasury ETF position peaked at $7.73M in Q4 2024.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.