Action Point Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Action Point Financial Planning’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	$700K	Buy	+29,007	New	+$701K	0.07%	206

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Action Point Financial Planning's SCHO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 29,007 shares worth $700K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings.

719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Action Point Financial Planning held 29,007 shares of Schwab Short-Term US Treasury ETF worth $700K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #206 holding.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.