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

Brewster 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	$290K	Hold	12,005	–	–	0.16%	27
2026 Q1	$291K	Hold	12,005	–	–	0.18%	25
2025 Q4	$293K	Buy	12,005 +288	+2%	+$7.02K	0.18%	26
2025 Q3	$286K	Buy	11,717 +863	+8%	+$21K	0.18%	26
2025 Q2	$265K	Hold	10,854	–	–	0.18%	25
2025 Q1	$264K	Buy	+10,854	New	+$263K	0.2%	24

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

Brewster Financial Planning's SCHO Position: Q2 2026 in Review

Brewster Financial Planning held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 12,005 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #27.

Brewster Financial Planning first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Brewster Financial Planning held 12,005 shares of Schwab Short-Term US Treasury ETF worth $290K as of Q2 2026.
Brewster Financial Planning left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.16% of Brewster Financial Planning's portfolio in Q2 2026, its #27 holding.
Brewster Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Brewster Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $293K in Q4 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.