SCHO β€” Schwab Short-Term US Treasury E

Ownership history in First County Bank /CT/  Β·  5 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Schwab Short-Term US Treasury E (SCHO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows SCHO at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Schwab Short-Term US Treasury E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHO was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held SCHO β€” position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 29,330 +13,349 +83.5% 0.38% $712K 2026-05-15 (Est.) $24.21
2025 Q4 ADDED 15,981 +593 +3.9% 0.20% $389K 2026-01-14 $24.15
2025 Q3 ADDED 15,388 +839 +5.8% 0.19% $375K 2025-10-08 $23.89
2025 Q2 ADDED 14,549 +828 +6.0% 0.19% $355K 2025-07-17 $23.57
2025 Q1 INITIATED 13,721 β€” β€” 0.18% $334K 2025-04-07 $23.39

🏒 Other funds also holding SCHO

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 5.0% Adelphi Trust Co 0.3% Cassady Wealth & Retirement Planning, LLC 0.17%

FAQ About First County Bank /CT/ and SCHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning SCHO?

First County Bank /CT/ reported SCHO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCHO position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SCHO was 0.38% in 2026 Q1.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 29,330 shares, equal to 0.38% of portfolio, with an estimated market value of $712K.

What does the chart on this SCHO ownership page compare?

The chart compares First County Bank /CT/'s quarterly SCHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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