Oakwell Private Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Oakwell Private Wealth Management's SCHO Position: Q2 2026 in Review
Oakwell Private Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2% in Q2 2026, buying an estimated $190K and bringing the position to 394,744 shares worth $9.53M. The position accounts for 1.58% of the portfolio, ranked #13.
Oakwell Private Wealth Management first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- Oakwell Private Wealth Management held 394,744 shares of Schwab Short-Term US Treasury ETF worth $9.53M as of Q2 2026.
- Oakwell Private Wealth Management bought 7,860 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $190K.
- Schwab Short-Term US Treasury ETF made up 1.58% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #13 holding.
- Oakwell Private Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
- 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.