BP
SCHO icon

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

BWM 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
Q1 		$17.1M Buy
703,664
+73,725
+12% +$1.79M 4.5% 6
2025
Q4 		$15.4M Buy
629,939
+66,754
+12% +$1.63M 4.1% 6
2025
Q3 		$13.7M Buy
563,185
+64,095
+13% +$1.56M 4.09% 6
2025
Q2 		$12.2M Buy
499,090
+152,101
+44% +$3.7M 4.19% 6
2025
Q1 		$8.45M Buy
346,989
+36,722
+12% +$889K 3.57% 11
2024
Q4 		$7.47M Buy
310,267
+50,071
+19% +$1.21M 3.25% 13
2024
Q3 		$6.37M Buy
+260,196
New +$6.32M 2.83% 15

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWM Planning's SCHO Position: Q1 2026 in Review

BWM Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q1 2026, buying an estimated $1.79M and bringing the position to 703,664 shares worth $17.1M. The position accounts for 4.5% of the portfolio, ranked #6.

BWM Planning first reported a position in SCHO in Q3 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • BWM Planning held 703,664 shares of Schwab Short-Term US Treasury ETF worth $17.1M as of Q1 2026.
  • BWM Planning bought 73,725 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.79M.
  • Schwab Short-Term US Treasury ETF made up 4.5% of BWM Planning's portfolio in Q1 2026, its #6 holding.
  • BWM Planning first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.