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

Triumph Capital Management’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	$1.35K	Hold	56	–	–	﹤0.01%	1623
2026 Q1	$1.36K	Sell	56 -8	-13%	-$195	﹤0.01%	1589
2025 Q4	$1.56K	Buy	+64	New	+$1.56K	﹤0.01%	1504
2024 Q1	–	Sell	-11,076	Closed	-$268K	–	253
2023 Q4	$268K	Sell	11,076 -620	-5%	-$14.9K	0.11%	163
2023 Q3	$280K	Sell	11,696 -1,214	-9%	-$29.1K	0.13%	163
2023 Q2	$310K	Sell	12,910 -956	-7%	-$23.2K	0.14%	142
2023 Q1	$338K	Buy	13,866 +4,800	+53%	+$116K	0.17%	125
2022 Q4	$219K	Buy	9,066 +290	+3%	+$6.99K	0.12%	177
2022 Q3	$212K	Buy	+8,776	New	+$215K	0.12%	172
2022 Q1	–	Sell	-20,384	Closed	-$518K	–	241
2021 Q4	$518K	Sell	20,384 -970	-5%	-$24.7K	0.22%	100
2021 Q3	$547K	Buy	+21,354	New	+$547K	0.26%	101

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Triumph Capital Management's SCHO Position: Q2 2026 in Review

Triumph Capital Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 56 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Triumph Capital Management first reported a position in SCHO in Q3 2021 and has held it in 11 quarters since. The position peaked at $547K in Q3 2021. 189 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Triumph Capital Management held 56 shares of Schwab Short-Term US Treasury ETF worth $1.35K as of Q2 2026.
Triumph Capital Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1623 holding.
Triumph Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and has held it in 11 quarters since.
Triumph Capital Management's Schwab Short-Term US Treasury ETF position peaked at $547K in Q3 2021.
189 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.