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

Capital 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
2025 Q2	–	Sell	-15,918	Closed	-$387K	–	97
2025 Q1	$387K	Buy	15,918 +5,118	+47%	+$124K	0.11%	72
2024 Q4	$260K	Buy	+10,800	New	+$262K	0.07%	81
2024 Q1	–	Sell	-14,330	Closed	-$347K	–	85
2023 Q4	$347K	Sell	14,330 -140,634	-91%	-$3.38M	0.12%	63
2023 Q3	$3.71M	Buy	154,964 +102,114	+193%	+$2.45M	1.46%	25
2023 Q2	$1.27M	Buy	+52,850	New	+$1.28M	0.5%	39
2022 Q1	–	Sell	-109,814	Closed	-$2.79M	–	71
2021 Q4	$2.79M	Buy	109,814 +95,470	+666%	+$2.43M	1.03%	28
2021 Q3	$367K	Buy	+14,344	New	+$368K	0.15%	58

Other funds holding SCHO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Planning's SCHO Position: Q2 2025 in Review

Capital Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 15,918 shares — an estimated $387K sold.

Capital Planning first reported a position in SCHO in Q3 2021 and held it in 7 quarters. The position peaked at $3.71M in Q3 2023. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Capital Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 15,918 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $387K.
Capital Planning first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 7 quarters.
Capital Planning's Schwab Short-Term US Treasury ETF position peaked at $3.71M in Q3 2023.
654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.