Christensen King & Associates Investment Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Christensen King & Associates Investment Services’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	$4.31M	Sell	178,348 -3,414	-2%	-$82.5K	1.71%	15
2026 Q1	$4.41M	Buy	181,762 +8,072	+5%	+$196K	1.89%	13
2025 Q4	$4.23M	Buy	173,690 +11,286	+7%	+$275K	1.81%	13
2025 Q3	$3.96M	Buy	162,404 +4,287	+3%	+$104K	1.7%	15
2025 Q2	$3.85M	Sell	158,117 -1,166	-0.7%	-$28.3K	1.77%	15
2025 Q1	$3.87M	Buy	159,283 +4,132	+3%	+$100K	1.84%	14
2024 Q4	$3.74M	Buy	155,151 +1,947	+1%	+$47.1K	1.75%	14
2024 Q3	$3.75M	Sell	153,204 -5,108	-3%	-$124K	1.77%	16
2024 Q2	$3.81M	Buy	158,312 +1,262	+0.8%	+$30.3K	1.88%	15
2024 Q1	$3.79M	Sell	157,050 -5,252	-3%	-$127K	1.89%	13
2023 Q4	$3.93M	Buy	+162,302	New	+$3.9M	2.11%	12

Other funds holding SCHO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHO Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2026, selling an estimated $82.5K and leaving 178,348 shares worth $4.31M. The position accounts for 1.71% of the portfolio, ranked #15.

Christensen King & Associates Investment Services first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.41M in Q1 2026. 376 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Christensen King & Associates Investment Services held 178,348 shares of Schwab Short-Term US Treasury ETF worth $4.31M as of Q2 2026.
Christensen King & Associates Investment Services sold 3,414 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $82.5K.
Schwab Short-Term US Treasury ETF made up 1.71% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #15 holding.
Christensen King & Associates Investment Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Schwab Short-Term US Treasury ETF position peaked at $4.41M in Q1 2026.
376 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.