Hexagon Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hexagon Capital Partners’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 Q1	$667K	Sell	27,465 -1,070	-4%	-$26K	0.1%	91
2025 Q4	$695K	Sell	28,535 -26,775	-48%	-$653K	0.13%	54
2025 Q3	$1.35M	Buy	55,310 +27	+0%	+$657	0.27%	36
2025 Q2	$1.35M	Sell	55,283 -366	-0.7%	-$8.89K	0.3%	29
2025 Q1	$1.35M	Sell	55,649 -476	-0.8%	-$11.5K	0.26%	37
2024 Q4	$1.35M	Sell	56,125 -427	-0.8%	-$10.3K	0.25%	35
2024 Q3	$1.38M	Buy	56,552 +3,520	+7%	+$85.6K	0.27%	31
2024 Q2	$1.28M	Buy	53,032 +3,656	+7%	+$87.7K	0.28%	30
2024 Q1	$1.19M	Buy	49,376 +3,346	+7%	+$80.8K	0.26%	31
2023 Q4	$1.12M	Buy	46,030 +34,694	+306%	+$833K	0.27%	32
2023 Q3	$271K	Sell	11,336 -8,124	-42%	-$195K	0.07%	132
2023 Q2	$468K	Sell	19,460 -1,578	-8%	-$38.3K	0.12%	84
2023 Q1	$513K	Sell	21,038 -312	-1%	-$7.55K	0.14%	71
2022 Q4	$515K	Buy	21,350 +13,958	+189%	+$337K	0.15%	77
2022 Q3	$178K	Buy	+7,392	New	+$181K	0.05%	160

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hexagon Capital Partners's SCHO Position: Q1 2026 in Review

Hexagon Capital Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.7% in Q1 2026, selling an estimated $26K and leaving 27,465 shares worth $667K. The position accounts for 0.1% of the portfolio, ranked #91.

Hexagon Capital Partners first reported a position in SCHO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q3 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Hexagon Capital Partners held 27,465 shares of Schwab Short-Term US Treasury ETF worth $667K as of Q1 2026.
Hexagon Capital Partners sold 1,070 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $26K.
Schwab Short-Term US Treasury ETF made up 0.1% of Hexagon Capital Partners's portfolio in Q1 2026, its #91 holding.
Hexagon Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 15 quarters since.
Hexagon Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $1.38M in Q3 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.