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

Center for 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 		$12.1K Hold
501
– – ﹤0.01% 481
2026
Q1 		$12.2K Hold
501
– – ﹤0.01% 470
2025
Q4 		$12.2K Buy
+501
New +$12.2K ﹤0.01% 467
2021
Q3 		– Sell
-128
Closed -$3K – 523
2021
Q2 		$3K Buy
+128
New +$3.28K ﹤0.01% 442

Other funds holding SCHO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Center for Financial Planning's SCHO Position: Q2 2026 in Review

Center for Financial Planning held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 501 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Center for Financial Planning first reported a position in SCHO in Q2 2021 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2025. 243 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Center for Financial Planning held 501 shares of Schwab Short-Term US Treasury ETF worth $12.1K as of Q2 2026.
  • Center for Financial Planning left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #481 holding.
  • Center for Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 4 quarters since.
  • Center for Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $12.2K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.