SC
SCHO icon

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

Sapient Capital’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 		$586K Hold
24,539
– – 0.01% 245
2026
Q2 		$592K Buy
+24,539
New +$593K 0.01% 251

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's SCHO Position: Q3 2026 in Review

Sapient Capital held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 24,539 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #245.

Sapient Capital first reported a position in SCHO in Q2 2026 and has held it in 2 quarters since. The position peaked at $592K in Q2 2026. 80 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Sapient Capital held 24,539 shares of Schwab Short-Term US Treasury ETF worth $586K as of Q3 2026.
  • Sapient Capital left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #245 holding.
  • Sapient Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's Schwab Short-Term US Treasury ETF position peaked at $592K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.