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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
Q2 		$389K Sell
16,135
-2,664
-14% -$64.4K 0.1% 81
2026
Q1 		$458K Hold
18,799
– – 0.16% 62
2025
Q4 		$458K Sell
18,799
-668
-3% -$16.3K 0.16% 62
2025
Q3 		$475K Buy
19,467
+315
+2% +$7.67K 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

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kings Path Partners's SCHO Position: Q2 2026 in Review

Kings Path Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q2 2026, selling an estimated $64.4K and leaving 16,135 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #81.

Kings Path Partners first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $475K in Q3 2025. 169 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Kings Path Partners held 16,135 shares of Schwab Short-Term US Treasury ETF worth $389K as of Q2 2026.
  • Kings Path Partners sold 2,664 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $64.4K.
  • Schwab Short-Term US Treasury ETF made up 0.1% of Kings Path Partners's portfolio in Q2 2026, its #81 holding.
  • Kings Path Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Kings Path Partners's Schwab Short-Term US Treasury ETF position peaked at $475K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.