Novem Group
SCHO icon

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

Novem 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
Q3 		$20.7M Buy
865,926
+39,724
+5% +$954K 2.05% 6
2026
Q2 		$19.9M Buy
826,202
+35,631
+5% +$861K 2.02% 6
2026
Q1 		$19.2M Buy
790,571
+33,051
+4% +$805K 2.2% 8
2025
Q4 		$18.5M Buy
757,520
+37,781
+5% +$921K 2.12% 7
2025
Q3 		$17.6M Buy
719,739
+48,096
+7% +$1.17M 2.06% 7
2025
Q2 		$16.4M Buy
671,643
+40,924
+6% +$994K 2.06% 8
2025
Q1 		$15.4M Buy
630,719
+65,244
+12% +$1.58M 2.15% 6
2024
Q4 		$13.6M Buy
+565,475
New +$13.7M 1.98% 9

Other funds holding SCHO

MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Novem Group's SCHO Position: Q3 2026 in Review

Novem Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.8% in Q3 2026, buying an estimated $954K and bringing the position to 865,926 shares worth $20.7M. The position accounts for 2.05% of the portfolio, ranked #6.

Novem Group first reported a position in SCHO in Q4 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Novem Group held 865,926 shares of Schwab Short-Term US Treasury ETF worth $20.7M as of Q3 2026.
  • Novem Group bought 39,724 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $954K.
  • Schwab Short-Term US Treasury ETF made up 2.05% of Novem Group's portfolio in Q3 2026, its #6 holding.
  • Novem Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.