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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valley Forge Investment Consultants's SCHO Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 20% in Q1 2026, buying an estimated $48.2K and bringing the position to 11,976 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #67.

Valley Forge Investment Consultants first reported a position in SCHO in Q2 2022 and has held it in 14 quarters since. The position peaked at $997K in Q4 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Valley Forge Investment Consultants held 11,976 shares of Schwab Short-Term US Treasury ETF worth $291K as of Q1 2026.
Valley Forge Investment Consultants bought 1,979 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $48.2K.
Schwab Short-Term US Treasury ETF made up 0.09% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #67 holding.
Valley Forge Investment Consultants first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 14 quarters since.
Valley Forge Investment Consultants's Schwab Short-Term US Treasury ETF position peaked at $997K in Q4 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.