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Blom & Howell Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blom & Howell 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 		$418K Sell
17,310
-58
-0.3% -$1.4K 0.35% 41
2026
Q1 		$422K Sell
17,368
-210
-1% -$5.11K 0.41% 36
2025
Q4 		$428K Buy
+17,578
New +$429K 0.43% 37

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blom & Howell Financial Planning's SCHO Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.33% in Q2 2026, selling an estimated $1.4K and leaving 17,310 shares worth $418K. The position accounts for 0.35% of the portfolio, ranked #41.

Blom & Howell Financial Planning first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Blom & Howell Financial Planning held 17,310 shares of Schwab Short-Term US Treasury ETF worth $418K as of Q2 2026.
  • Blom & Howell Financial Planning sold 58 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.4K.
  • Schwab Short-Term US Treasury ETF made up 0.35% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #41 holding.
  • Blom & Howell Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $428K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.