KRM Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
KRM Wealth Management's SCHO Position: Q2 2026 in Review
KRM Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.3% in Q2 2026, buying an estimated $1.61M and bringing the position to 780,780 shares worth $18.8M. The position accounts for 8.29% of the portfolio, ranked #6.
KRM Wealth Management first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- KRM Wealth Management held 780,780 shares of Schwab Short-Term US Treasury ETF worth $18.8M as of Q2 2026.
- KRM Wealth Management bought 66,692 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.61M.
- Schwab Short-Term US Treasury ETF made up 8.29% of KRM Wealth Management's portfolio in Q2 2026, its #6 holding.
- KRM Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.