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 Q2	$865K	Buy	35,843 +757	+2%	+$18.3K	0.5%	59
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kuhn & Co Investment Counsel's SCHO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 35,843 shares worth $865K. The position accounts for 0.5% of the portfolio, ranked #59.

Kuhn & Co Investment Counsel first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $941K in Q4 2023. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Kuhn & Co Investment Counsel held 35,843 shares of Schwab Short-Term US Treasury ETF worth $865K as of Q2 2026.
Kuhn & Co Investment Counsel bought 757 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $18.3K.
Schwab Short-Term US Treasury ETF made up 0.5% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #59 holding.
Kuhn & Co Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Schwab Short-Term US Treasury ETF position peaked at $941K in Q4 2023.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.