Elmwood Wealth Management, Inc. SCHO — Schwab Short Term Us

Ownership history in Elmwood Wealth Management, Inc.  ·  31 quarters on record

AI Ownership Summary

Elmwood Wealth Management, Inc. reported Schwab Short Term Us (SCHO) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.52% in 2024 Q2. The latest visible filing shows SCHO at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elmwood Wealth Management, Inc.'s position in Schwab Short Term Us, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHO was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHO stock page Elmwood Wealth Management, Inc. fund profile Elmwood Wealth Management, Inc. full holdings
How Elmwood Wealth Management, Inc. held SCHO — position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 34,000 — 0% 0.21% $821K 2026-07-08 $24.06
2026 Q1 REDUCED 10.5% +0.5% ❌ 34,000 -4,000 -10.5% 0.23% $825K 2026-04-09 $24.00
2025 Q4 UNCHANGED — — — 38,000 — 0% 0.29% $926K 2026-01-08 $23.92
2025 Q3 UNCHANGED — — — 38,000 — 0% 0.33% $927K 2025-11-06 $23.76
2025 Q2 UNCHANGED — — — 38,000 — 0% 0.37% $926K 2025-07-28 $23.36
2025 Q1 REDUCED 20.9% +1.2% ❌ 38,000 -10,038 -20.9% 0.38% $925K 2025-04-28 $23.24
2024 Q4 ADDED — — — 48,038 +24,019 +100.0% 0.47% $1.2M 2025-01-13 $22.71
2024 Q3 REDUCED — — — 24,019 -39 -0.2% 0.49% $1.2M 2024-10-11 $22.67
2024 Q2 UNCHANGED — — — 24,058 — 0% 0.52% $1.2M 2024-08-13 $22.54
2024 Q1 ADDED — — — 24,058 +58 +0.2% 0.50% $1.2M 2024-05-13 $21.95
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHO

As of 2026 Q2 — sorted by position size

Holcombe Financial, Inc. 13.98% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 11.08% Clear Retirement Advice LLC 11.07% Arnold Financial Planning LLC 9.86% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 9.62% FIDUCIARY FINANCIAL GROUP, LLC 6.31% Robinswood Financial LLC 5.4% Bangor Savings Bank 3Y 7Y 4.9% CFG Wealth Management Services, Inc. 4.66% LVW Advisors, LLC 3Y 7Y 4.55%

FAQ About Elmwood Wealth Management, Inc. and SCHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elmwood Wealth Management, Inc. reported owning SCHO?

Elmwood Wealth Management, Inc. reported SCHO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHO position in Elmwood Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SCHO was 0.52% in 2024 Q2.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2026 Q2, when Elmwood Wealth Management, Inc. reported 34,000 shares, equal to 0.21% of portfolio, with an estimated market value of $821K.

What does the chart on this SCHO ownership page compare?

The chart compares Elmwood Wealth Management, Inc.'s quarterly SCHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Elmwood Wealth Management, Inc. time their SCHO position?

Based on 13F filing dates vs. subsequent SCHO price moves, Elmwood Wealth Management, Inc. correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on SCHO relative to SPY over the holding period was -11.1%.

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