Trivium Point Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Buy
+8,308
New +$201K 0.02% 351
2020
Q3
Sell
-16,246
Closed -$419K 168
2020
Q2
$419K Sell
16,246
-40,802
-72% -$1.05M 0.17% 119
2020
Q1
$1.47M Buy
+57,048
New +$1.45M 0.76% 49

Other funds holding SCHO

Trivium Point Advisory's SCHO Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 8,308 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #351 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SCHO as recently as Q2 2020.

Trivium Point Advisory first reported a position in SCHO in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.47M in Q1 2020. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Trivium Point Advisory held 8,308 shares of Schwab Short-Term US Treasury ETF worth $201K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Trivium Point Advisory position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #351 holding.
  • Trivium Point Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 3 quarters since.
  • Trivium Point Advisory's Schwab Short-Term US Treasury ETF position peaked at $1.47M in Q1 2020.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.