Kuhn & Co Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kuhn & Co Investment Counsel’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 Q1	$852K	Buy	35,086 +1,402	+4%	+$34.1K	0.55%	56
2025 Q4	$821K	Buy	33,684 +104	+0.3%	+$2.54K	0.55%	53
2025 Q3	$819K	Buy	33,580 +916	+3%	+$22.3K	0.65%	45
2025 Q2	$796K	Buy	32,664 +1	+0%	+$24	0.6%	56
2025 Q1	$795K	Sell	32,663 -1,825	-5%	-$44.2K	0.67%	49
2024 Q4	$830K	Buy	34,488 +520	+2%	+$12.6K	0.71%	42
2024 Q3	$832K	Sell	33,968 -5,058	-13%	-$123K	0.71%	45
2024 Q2	$939K	Buy	39,026 +530	+1%	+$12.7K	0.84%	37
2024 Q1	$928K	Sell	38,496 -340	-0.9%	-$8.21K	0.87%	35
2023 Q4	$941K	Buy	+38,836	New	+$933K	0.96%	33

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kuhn & Co Investment Counsel's SCHO Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 35,086 shares worth $852K. The position accounts for 0.55% of the portfolio, ranked #56.

Kuhn & Co Investment Counsel first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. The position peaked at $941K in Q4 2023. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Kuhn & Co Investment Counsel held 35,086 shares of Schwab Short-Term US Treasury ETF worth $852K as of Q1 2026.
Kuhn & Co Investment Counsel bought 1,402 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $34.1K.
Schwab Short-Term US Treasury ETF made up 0.55% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #56 holding.
Kuhn & Co Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Schwab Short-Term US Treasury ETF position peaked at $941K in Q4 2023.
694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.