Arnold Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MA
Arnold Financial Planning's SCHO Position: Q2 2026 in Review
Arnold Financial Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.7% in Q2 2026, buying an estimated $714K and bringing the position to 547,509 shares worth $13.2M. The position accounts for 9.86% of the portfolio, ranked #3.
Arnold Financial Planning 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.
- Arnold Financial Planning held 547,509 shares of Schwab Short-Term US Treasury ETF worth $13.2M as of Q2 2026.
- Arnold Financial Planning bought 29,557 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $714K.
- Schwab Short-Term US Treasury ETF made up 9.86% of Arnold Financial Planning's portfolio in Q2 2026, its #3 holding.
- Arnold Financial Planning 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 Arnold Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.