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

Veery Capital’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 Q3	$1.2M	Buy	50,094 +35	+0.1%	+$841	0.32%	33
2026 Q2	$1.21M	Sell	50,059 -739	-1%	-$17.9K	0.32%	34
2026 Q1	$1.23M	Buy	50,798 +963	+2%	+$23.4K	0.38%	31
2025 Q4	$1.21M	Sell	49,835 -2,389	-5%	-$58.2K	0.37%	32
2025 Q3	$1.27M	Buy	52,224 +2,095	+4%	+$51K	0.4%	31
2025 Q2	$1.22M	Sell	50,129 -41	-0.1%	-$996	0.42%	27
2025 Q1	$1.22M	Buy	50,170 +1,953	+4%	+$47.3K	0.48%	25
2024 Q4	$1.16M	Sell	48,217 -10,539	-18%	-$255K	0.44%	29
2024 Q3	$1.44M	Buy	58,756 +33,952	+137%	+$825K	0.54%	26
2024 Q2	$597K	Sell	24,804 -1,760	-7%	-$42.2K	0.24%	40
2024 Q1	$640K	Sell	26,564 -2,688	-9%	-$64.9K	0.26%	42
2023 Q4	$709K	Sell	29,252 -590	-2%	-$14.2K	0.32%	40
2023 Q3	$715K	Buy	29,842 +42	+0.1%	+$1.01K	0.35%	41
2023 Q2	$716K	Buy	29,800 +3,628	+14%	+$88K	0.34%	41
2023 Q1	$638K	Buy	26,172 +1,758	+7%	+$42.6K	0.34%	37
2022 Q4	$589K	Sell	24,414 -28	-0.1%	-$675	0.35%	36
2022 Q3	$590K	Sell	24,442 -408	-2%	-$10K	0.38%	35
2022 Q2	$611K	Sell	24,850 -296	-1%	-$7.3K	0.38%	35
2022 Q1	$623K	Buy	25,146 +920	+4%	+$23.1K	0.34%	36
2021 Q4	$616K	Buy	24,226 +2,392	+11%	+$61K	0.32%	38
2021 Q3	$559K	Hold	21,834	–	–	0.32%	41
2021 Q2	$559K	Sell	21,834 -1,970	-8%	-$50.5K	0.33%	40
2021 Q1	$611K	Buy	23,804 +28	+0.1%	+$719	0.39%	39
2020 Q4	$611K	Buy	+23,776	New	+$611K	0.41%	38

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Veery Capital's SCHO Position: Q3 2026 in Review

Veery Capital increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.07% in Q3 2026, buying an estimated $841 and bringing the position to 50,094 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #33.

Veery Capital first reported a position in SCHO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q3 2024. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Veery Capital held 50,094 shares of Schwab Short-Term US Treasury ETF worth $1.2M as of Q3 2026.
Veery Capital bought 35 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $841.
Schwab Short-Term US Treasury ETF made up 0.32% of Veery Capital's portfolio in Q3 2026, its #33 holding.
Veery Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 24 quarters since.
Veery Capital's Schwab Short-Term US Treasury ETF position peaked at $1.44M in Q3 2024.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.