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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
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% -$9.98K 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

Wealth Enhancement Advisory Services
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Veery Capital's SCHO Position: Q2 2026 in Review

Veery Capital reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q2 2026, selling an estimated $17.9K and leaving 50,059 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #34.

Veery Capital first reported a position in SCHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q3 2024. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Veery Capital held 50,059 shares of Schwab Short-Term US Treasury ETF worth $1.21M as of Q2 2026.
  • Veery Capital sold 739 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $17.9K.
  • Schwab Short-Term US Treasury ETF made up 0.32% of Veery Capital's portfolio in Q2 2026, its #34 holding.
  • Veery Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 23 quarters since.
  • Veery Capital's Schwab Short-Term US Treasury ETF position peaked at $1.44M in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.