LKBC
SCHO icon

L.K. Benson & Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

L.K. Benson & Company’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 		$693K Sell
28,697
-1,321
-4% -$31.9K 0.21% 67
2026
Q1 		$729K Buy
30,018
+152
+0.5% +$3.7K 0.24% 61
2025
Q4 		$728K Buy
29,866
+13,602
+84% +$332K 0.37% 60
2025
Q3 		$397K Buy
16,264
+1,571
+11% +$38.2K 0.21% 82
2025
Q2 		$358K Buy
14,693
+152
+1% +$3.69K 0.22% 77
2025
Q1 		$354K Buy
14,541
+69
+0.5% +$1.67K 0.25% 79
2024
Q4 		$348K Buy
+14,472
New +$350K 0.25% 68

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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

L.K. Benson & Company's SCHO Position: Q2 2026 in Review

L.K. Benson & Company reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.4% in Q2 2026, selling an estimated $31.9K and leaving 28,697 shares worth $693K. The position accounts for 0.21% of the portfolio, ranked #67.

L.K. Benson & Company first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $729K in Q1 2026. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • L.K. Benson & Company held 28,697 shares of Schwab Short-Term US Treasury ETF worth $693K as of Q2 2026.
  • L.K. Benson & Company sold 1,321 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $31.9K.
  • Schwab Short-Term US Treasury ETF made up 0.21% of L.K. Benson & Company's portfolio in Q2 2026, its #67 holding.
  • L.K. Benson & Company first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's Schwab Short-Term US Treasury ETF position peaked at $729K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.