SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF

Ownership history in DMC Group, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which DMC Group, LLC reported a position in SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.47% (2023 Q2)
Avg. % of fund
1.2%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,118 +4,454 +5.7% 1.35% $2.0M $24.21
2025 Q3 ADDED 78,664 +2,188 +2.9% 1.33% $1.9M $23.94
2025 Q2 ADDED 76,476 +20,072 +35.6% 1.45% $1.9M $23.67
2025 Q1 ADDED 56,404 +5,814 +11.5% 1.12% $1.4M $23.39
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHO price (monthly, adj. close)
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