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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
Q2 		$17.9M Buy
743,052
+39,388
+6% +$952K 4.16% 6
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 $1.55T 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

BWM Planning's SCHO Position: Q2 2026 in Review

BWM Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.6% in Q2 2026, buying an estimated $952K and bringing the position to 743,052 shares worth $17.9M. The position accounts for 4.16% of the portfolio, ranked #6.

BWM Planning first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • BWM Planning held 743,052 shares of Schwab Short-Term US Treasury ETF worth $17.9M as of Q2 2026.
  • BWM Planning bought 39,388 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $952K.
  • Schwab Short-Term US Treasury ETF made up 4.16% of BWM Planning's portfolio in Q2 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 8 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.