Trevian Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Trevian Wealth Management's SCHO Position: Q2 2026 in Review
Trevian Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.5% in Q2 2026, buying an estimated $4.28K and bringing the position to 35,528 shares worth $858K. The position accounts for 0.37% of the portfolio, ranked #25.
Trevian Wealth Management first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.9M in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Trevian Wealth Management held 35,528 shares of Schwab Short-Term US Treasury ETF worth $858K as of Q2 2026.
- Trevian Wealth Management bought 177 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $4.28K.
- Schwab Short-Term US Treasury ETF made up 0.37% of Trevian Wealth Management's portfolio in Q2 2026, its #25 holding.
- Trevian Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
- Trevian Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.9M in Q4 2025.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.