Kavar Capital Partners Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kavar Capital Partners Group’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	–	Sell	-35,831	Closed	-$870K	–	224
2026 Q1	$870K	Buy	+35,831	New	+$872K	0.11%	109
2018 Q3	–	Sell	-100	Closed	-$2K	–	331
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	417
2018 Q1	$2K	Buy	+100	New	+$2.49K	﹤0.01%	411
2016 Q1	–	Sell	-100	Closed	-$2K	–	341
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	365
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	365
2015 Q2	$2K	Buy	+100	New	+$2.54K	﹤0.01%	397
2014 Q2	–	Sell	-100	Closed	-$2K	–	380
2014 Q1	$2K	Hold	100	–	–	﹤0.01%	401
2013 Q4	$2K	Buy	+100	New	+$2.53K	﹤0.01%	386

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kavar Capital Partners Group's SCHO Position: Q2 2026 in Review

Kavar Capital Partners Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 35,831 shares — an estimated $870K sold.

Kavar Capital Partners Group first reported a position in SCHO in Q4 2013 and held it in 8 quarters. The position peaked at $870K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Kavar Capital Partners Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Kavar Capital Partners Group sold 35,831 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $870K.
Kavar Capital Partners Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Schwab Short-Term US Treasury ETF position peaked at $870K in Q1 2026.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.