Stonekeep Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stonekeep Investments’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	$673K	Sell	27,859 -25	-0.1%	-$604	0.39%	32
2026 Q1	$677K	Buy	27,884 +6,326	+29%	+$154K	0.44%	30
2025 Q4	$525K	Buy	21,558 +7,478	+53%	+$182K	0.34%	35
2025 Q3	$344K	Buy	14,080 +493	+4%	+$12K	0.22%	49
2025 Q2	$331K	Buy	13,587 +159	+1%	+$3.86K	0.22%	50
2025 Q1	$327K	Buy	13,428 +1,188	+10%	+$28.8K	0.24%	42
2024 Q4	$294K	Buy	+12,240	New	+$296K	0.22%	45

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

Stonekeep Investments's SCHO Position: Q2 2026 in Review

Stonekeep Investments reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.09% in Q2 2026, selling an estimated $604 and leaving 27,859 shares worth $673K. The position accounts for 0.39% of the portfolio, ranked #32.

Stonekeep Investments first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $677K in Q1 2026. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Stonekeep Investments held 27,859 shares of Schwab Short-Term US Treasury ETF worth $673K as of Q2 2026.
Stonekeep Investments sold 25 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $604.
Schwab Short-Term US Treasury ETF made up 0.39% of Stonekeep Investments's portfolio in Q2 2026, its #32 holding.
Stonekeep Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Stonekeep Investments's Schwab Short-Term US Treasury ETF position peaked at $677K in Q1 2026.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.