Hardin Capital Partners, LLC SCHO SCHWAB SHORT TERM US TREASURY ETF

Ownership history in Hardin Capital Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Hardin Capital Partners, LLC reported SCHWAB SHORT TERM US TREASURY ETF (SCHO) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.24% in 2024 Q2. The latest visible filing shows SCHO at 0.17% 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 Hardin Capital Partners, LLC's position in SCHWAB SHORT TERM US TREASURY ETF, 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 Q2

SCHO was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Hardin Capital Partners, LLC held SCHO — position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 15,029 +709 +5.0% 0.17% $363K 2026-07-07 $24.06
2026 Q1 ADDED 14,320 +5 +0.0% 0.16% $348K 2026-04-08 $24.07
2025 Q4 ADDED 14,315 +121 +0.9% 0.16% $349K 2026-01-09 $23.98
2025 Q3 ADDED 14,194 +8 +0.1% 0.19% $346K 2025-10-07 $23.76
2025 Q2 REDUCED 14,186 -140 -1.0% 0.20% $344K 2025-07-09 $23.41
2025 Q1 ADDED 14,326 +5 +0.0% 0.21% $349K 2025-04-09 $23.19
2024 Q4 ADDED 14,321 +7,057 +97.2% 0.21% $345K 2025-02-12 $22.87
2024 Q3 REDUCED 7,264 -245 -3.3% 0.20% $353K 2024-10-18 $22.74
2024 Q2 INITIATED 7,509 0.24% $361K 2024-08-08 $22.55

FAQ About Hardin Capital Partners, LLC and SCHO

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

How long has Hardin Capital Partners, LLC reported owning SCHO?

Hardin Capital Partners, LLC reported SCHO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SCHO position in Hardin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for SCHO was 0.24% in 2024 Q2.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2026 Q2, when Hardin Capital Partners, LLC reported 15,029 shares, equal to 0.17% of portfolio, with an estimated market value of $363K.

What does the chart on this SCHO ownership page compare?

The chart compares Hardin Capital Partners, LLC'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.

How well did Hardin Capital Partners, LLC time their SCHO position?

Based on 13F filing dates vs. subsequent SCHO price moves, Hardin Capital Partners, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SCHO relative to SPY over the holding period was +289.8%.

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