Asset Planning Corporation’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Asset Planning Corporation’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
2025 Q3	$7.17M	Buy	294,018 +28,164	+11%	+$685K	3.4%	12
2025 Q2	$6.48M	Buy	265,854 +28,025	+12%	+$681K	3.45%	12
2025 Q1	$5.79M	Buy	237,829 +23,458	+11%	+$568K	3.41%	12
2024 Q4	$5.16M	Buy	214,371 +187,233	+690%	+$4.53M	3.23%	14
2024 Q3	$665K	Sell	27,138 -11,820	-30%	-$287K	0.43%	29
2024 Q2	$938K	Sell	38,958 -4,496	-10%	-$108K	0.7%	24
2024 Q1	$1.05M	Buy	43,454 +220	+0.5%	+$5.31K	0.76%	23
2023 Q4	$1.05M	Sell	43,234 -373,264	-90%	-$8.96M	0.81%	22
2023 Q3	$9.97M	Sell	416,498 -15,876	-4%	-$381K	7.67%	4
2023 Q2	$10.4M	Buy	432,374 +7,980	+2%	+$193K	7.9%	3
2023 Q1	$10.4M	Sell	424,394 -14,550	-3%	-$352K	8.32%	4
2022 Q4	$10.6M	Buy	438,944 +16,202	+4%	+$391K	8.81%	4
2022 Q3	$10.2M	Sell	422,742 -41,610	-9%	-$1.02M	9.55%	4
2022 Q2	$11.4M	Buy	464,352 +15,974	+4%	+$394K	9.92%	3
2022 Q1	$11.1M	Buy	448,378 +1,652	+0.4%	+$41.5K	9.7%	4
2021 Q4	$11.4M	Buy	446,726 +15,352	+4%	+$391K	9.72%	3
2021 Q3	$11M	Buy	431,374 +53,318	+14%	+$1.37M	10.22%	3
2021 Q2	$9.68M	Buy	378,056 +9,444	+3%	+$242K	9.43%	4
2021 Q1	$9.46M	Buy	368,612 +26,362	+8%	+$677K	9.84%	3
2020 Q4	$8.79M	Buy	+342,250	New	+$8.8M	8.73%	4

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Asset Planning Corporation's SCHO Position: Q3 2025 in Review

Asset Planning Corporation increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q3 2025, buying an estimated $685K and bringing the position to 294,018 shares worth $7.17M. The position accounts for 3.4% of the portfolio, ranked #12.

Asset Planning Corporation first reported a position in SCHO in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.4M in Q2 2022. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Asset Planning Corporation held 294,018 shares of Schwab Short-Term US Treasury ETF worth $7.17M as of Q3 2025.
Asset Planning Corporation bought 28,164 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $685K.
Schwab Short-Term US Treasury ETF made up 3.4% of Asset Planning Corporation's portfolio in Q3 2025, its #12 holding.
Asset Planning Corporation first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 20 quarters since.
Asset Planning Corporation's Schwab Short-Term US Treasury ETF position peaked at $11.4M in Q2 2022.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.