VFIC
SCHO icon

Valley Forge Investment Consultants’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Valley Forge Investment Consultants’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 		$318K Buy
13,163
+1,187
+10% +$28.7K 0.08% 68
2026
Q1 		$291K Buy
11,976
+1,979
+20% +$48.2K 0.09% 67
2025
Q4 		$244K Buy
9,997
+1,611
+19% +$39.3K 0.07% 72
2025
Q3 		$205K Buy
+8,386
New +$204K 0.06% 81
2025
Q1 		– Sell
-41,445
Closed -$997K – 88
2024
Q4 		$997K Buy
41,445
+2,077
+5% +$50.3K 0.34% 28
2024
Q3 		$964K Buy
39,368
+2,058
+6% +$50K 0.34% 27
2024
Q2 		$898K Buy
37,310
+7,648
+26% +$183K 0.34% 26
2024
Q1 		$715K Buy
29,662
+1,060
+4% +$25.6K 0.28% 31
2023
Q4 		$693K Buy
28,602
+4,666
+19% +$112K 0.31% 33
2023
Q3 		$573K Buy
23,936
+6,646
+38% +$159K 0.26% 38
2023
Q2 		$415K Buy
17,290
+8
+0% +$194 0.2% 40
2023
Q1 		$422K Buy
17,282
+3,338
+24% +$80.8K 0.22% 40
2022
Q4 		$336K Buy
13,944
+3,454
+33% +$83.3K 0.18% 48
2022
Q3 		$253K Buy
10,490
+1,158
+12% +$28.3K 0.14% 58
2022
Q2 		$230K Buy
+9,332
New +$230K 0.11% 62

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley Forge Investment Consultants's SCHO Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.9% in Q2 2026, buying an estimated $28.7K and bringing the position to 13,163 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #68.

Valley Forge Investment Consultants first reported a position in SCHO in Q2 2022 and has held it in 15 quarters since. The position peaked at $997K in Q4 2024. 722 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Valley Forge Investment Consultants held 13,163 shares of Schwab Short-Term US Treasury ETF worth $318K as of Q2 2026.
  • Valley Forge Investment Consultants bought 1,187 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $28.7K.
  • Schwab Short-Term US Treasury ETF made up 0.08% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #68 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 15 quarters since.
  • Valley Forge Investment Consultants's Schwab Short-Term US Treasury ETF position peaked at $997K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.