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Kennebec Savings Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kennebec Savings Bank’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 		$50.5K Buy
2,094
+194
+10% +$4.69K 0.04% 160
2026
Q1 		$46.1K Buy
1,900
+834
+78% +$20.3K 0.04% 142
2025
Q4 		$26K Sell
1,066
-44
-4% -$1.07K 0.02% 172
2025
Q3 		$27.1K Buy
1,110
+5
+0.5% +$122 0.02% 179
2025
Q2 		$26.9K Sell
1,105
-18
-2% -$437 0.03% 174
2025
Q1 		$27.3K Buy
1,123
+51
+5% +$1.24K 0.03% 171
2024
Q4 		$25.8K Hold
1,072
– – 0.03% 177
2024
Q3 		$26.3K Buy
+1,072
New +$26.1K 0.03% 189

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kennebec Savings Bank's SCHO Position: Q2 2026 in Review

Kennebec Savings Bank increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2026, buying an estimated $4.69K and bringing the position to 2,094 shares worth $50.5K. The position accounts for 0.04% of the portfolio, ranked #160.

Kennebec Savings Bank first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Kennebec Savings Bank held 2,094 shares of Schwab Short-Term US Treasury ETF worth $50.5K as of Q2 2026.
  • Kennebec Savings Bank bought 194 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $4.69K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Kennebec Savings Bank's portfolio in Q2 2026, its #160 holding.
  • Kennebec Savings Bank first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.