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Cassady Wealth & Retirement Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cassady Wealth & Retirement 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 		$249K Sell
10,306
-79
-0.8% -$1.91K 0.12% 92
2026
Q1 		$252K Sell
10,385
-564
-5% -$13.7K 0.13% 90
2025
Q4 		$267K Buy
+10,949
New +$267K 0.17% 85

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

Cassady Wealth & Retirement Planning's SCHO Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.76% in Q2 2026, selling an estimated $1.91K and leaving 10,306 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #92.

Cassady Wealth & Retirement Planning first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 10,306 shares of Schwab Short-Term US Treasury ETF worth $249K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 79 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.91K.
  • Schwab Short-Term US Treasury ETF made up 0.12% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #92 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Schwab Short-Term US Treasury ETF position peaked at $267K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.