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

Envision 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	$300K	Buy	+12,422	New	+$300K	0.1%	46

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envision Financial Planning's SCHO Position: Q2 2026 in Review

Envision Financial Planning opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 12,422 shares worth $300K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings.

719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Envision Financial Planning held 12,422 shares of Schwab Short-Term US Treasury ETF worth $300K as of Q2 2026.
Schwab Short-Term US Treasury ETF was a new Envision Financial Planning position in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.1% of Envision Financial Planning's portfolio in Q2 2026, its #46 holding.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.