Laurel Oak Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Laurel Oak Wealth Management's SCHO Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q2 2026, buying an estimated $64.2K and bringing the position to 27,142 shares worth $655K. The position accounts for 0.1% of the portfolio, ranked #166.
Laurel Oak Wealth Management first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Laurel Oak Wealth Management held 27,142 shares of Schwab Short-Term US Treasury ETF worth $655K as of Q2 2026.
- Laurel Oak Wealth Management bought 2,657 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $64.2K.
- Schwab Short-Term US Treasury ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #166 holding.
- Laurel Oak Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
- 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.