Kings Path Partners
SCHO icon

Kings Path Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kings Path Partners’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
Q3 		$350K Sell
14,666
-1,469
-9% -$35.3K 0.09% 89
2026
Q2 		$389K Sell
16,135
-588
-4% -$14.2K 0.1% 81
2026
Q1 		$406K Sell
16,723
-2,076
-11% -$50.5K 0.14% 71
2025
Q4 		$458K Sell
18,799
-668
-3% -$16.3K 0.16% 62
2025
Q3 		$475K Buy
19,467
+315
+2% +$7.66K 0.18% 60
2025
Q2 		$467K Buy
19,152
+352
+2% +$8.55K 0.19% 67
2025
Q1 		$458K Buy
18,800
+7,980
+74% +$193K 0.22% 60
2024
Q4 		$260K Buy
10,820
+1,662
+18% +$40.2K 0.11% 115
2024
Q3 		$224K Buy
9,158
+184
+2% +$4.47K 0.09% 119
2024
Q2 		$216K Buy
+8,974
New +$215K 0.1% 114

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Bangor Savings Bank
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Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Kings Path Partners's SCHO Position: Q3 2026 in Review

Kings Path Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.1% in Q3 2026, selling an estimated $35.3K and leaving 14,666 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #89.

Kings Path Partners first reported a position in SCHO in Q2 2024 and has held it in 10 quarters since. The position peaked at $475K in Q3 2025. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Kings Path Partners held 14,666 shares of Schwab Short-Term US Treasury ETF worth $350K as of Q3 2026.
  • Kings Path Partners sold 1,469 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $35.3K.
  • Schwab Short-Term US Treasury ETF made up 0.09% of Kings Path Partners's portfolio in Q3 2026, its #89 holding.
  • Kings Path Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • Kings Path Partners's Schwab Short-Term US Treasury ETF position peaked at $475K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.