UCMOK
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United Capital Management of KS’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

United Capital Management of KS’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 		$29.2M Buy
1,208,778
+35,237
+3% +$852K 3.82% 1
2026
Q1 		$28.5M Buy
1,173,541
+45,606
+4% +$1.11M 4.31% 3
2025
Q4 		$27.5M Buy
1,127,935
+21,631
+2% +$527K 3.85% 4
2025
Q3 		$27M Buy
1,106,304
+49,734
+5% +$1.21M 3.67% 4
2025
Q2 		$25.8M Sell
1,056,570
-587,862
-36% -$14.3M 4.04% 3
2025
Q1 		$40M Buy
1,644,432
+75,480
+5% +$1.83M 8.27% 2
2024
Q4 		$37.7M Buy
1,568,952
+82,236
+6% +$1.99M 6.87% 2
2024
Q3 		$36.4M Buy
1,486,716
+57,668
+4% +$1.4M 7.92% 1
2024
Q2 		$34.4M Buy
1,429,048
+219,256
+18% +$5.26M 7.58% 1
2024
Q1 		$29.2M Buy
1,209,792
+74,124
+7% +$1.79M 6.68% 1
2023
Q4 		$27.5M Sell
1,135,668
-43,648
-4% -$1.05M 8.32% 1
2023
Q3 		$28.2M Buy
1,179,316
+46,600
+4% +$1.12M 9.61% 1
2023
Q2 		$27.2M Buy
1,132,716
+92,680
+9% +$2.25M 8.72% 1
2023
Q1 		$25.4M Buy
1,040,036
+79,922
+8% +$1.94M 9.45% 1
2022
Q4 		$23.2M Buy
960,114
+938,806
+4,406% +$22.6M 9.56% 1
2022
Q3 		$514K Buy
21,308
+2,058
+11% +$50.3K 0.24% 67
2022
Q2 		$473K Buy
19,250
+6
+0% +$148 0.22% 67
2022
Q1 		$477K Sell
19,244
-6,242
-24% -$157K 0.19% 71
2021
Q4 		$648K Sell
25,486
-3,336
-12% -$85K 0.24% 69
2021
Q3 		$738K Sell
28,822
-2,864
-9% -$73.4K 0.3% 65
2021
Q2 		$811K Sell
31,686
-6,240
-16% -$160K 0.33% 67
2021
Q1 		$973K Sell
37,926
-17,218
-31% -$442K 0.45% 60
2020
Q4 		$1.42M Buy
55,144
+4,262
+8% +$110K 0.65% 52
2020
Q3 		$1.31M Buy
50,882
+2,644
+5% +$68.2K 0.69% 52
2020
Q2 		$1.25M Buy
48,238
+11,844
+33% +$306K 0.73% 48
2020
Q1 		$941K Sell
36,394
-13,080
-26% -$333K 0.79% 40
2019
Q4 		$1.25M Sell
49,474
-7,906
-14% -$200K 0.79% 43
2019
Q3 		$1.45M Sell
57,380
-4,542
-7% -$115K 1.06% 31
2019
Q2 		$1.56M Sell
61,922
-5,606
-8% -$141K 1.18% 29
2019
Q1 		$1.69M Sell
67,528
-16,928
-20% -$423K 1.33% 24
2018
Q4 		$2.11M Sell
84,456
-57,188
-40% -$1.42M 1.96% 11
2018
Q3 		$3.51M Buy
+141,644
New +$3.52M 2.82% 7

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

United Capital Management of KS's SCHO Position: Q2 2026 in Review

United Capital Management of KS increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3% in Q2 2026, buying an estimated $852K and bringing the position to 1,208,778 shares worth $29.2M. The position accounts for 3.82% of the portfolio, ranked #1.

United Capital Management of KS first reported a position in SCHO in Q3 2018 and has held it in 32 quarters since. The position peaked at $40M in Q1 2025. 492 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • United Capital Management of KS held 1,208,778 shares of Schwab Short-Term US Treasury ETF worth $29.2M as of Q2 2026.
  • United Capital Management of KS bought 35,237 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $852K.
  • Schwab Short-Term US Treasury ETF made up 3.82% of United Capital Management of KS's portfolio in Q2 2026, its #1 holding.
  • United Capital Management of KS first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's Schwab Short-Term US Treasury ETF position peaked at $40M in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.