Western Reserve Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.03M Buy
374,271
+46,410
+14% +$1.12M 6.7% 4
2026
Q1
$7.96M Buy
327,861
+13,057
+4% +$318K 6.53% 5
2025
Q4
$7.67M Buy
+314,804
New +$7.68M 7.15% 4

Other funds holding SCHO

Western Reserve Capital Management's SCHO Position: Q2 2026 in Review

Western Reserve Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q2 2026, buying an estimated $1.12M and bringing the position to 374,271 shares worth $9.03M. The position accounts for 6.7% of the portfolio, ranked #4.

Western Reserve Capital 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.

  • Western Reserve Capital Management held 374,271 shares of Schwab Short-Term US Treasury ETF worth $9.03M as of Q2 2026.
  • Western Reserve Capital Management bought 46,410 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.12M.
  • Schwab Short-Term US Treasury ETF made up 6.7% of Western Reserve Capital Management's portfolio in Q2 2026, its #4 holding.
  • Western Reserve Capital 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 Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.