BFC Planning, Inc.’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
BFC Planning, Inc.'s SCHO Position: Q2 2026 in Review
BFC Planning, Inc. opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 712 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in SCHO as recently as Q1 2025.
BFC Planning, Inc. first reported a position in SCHO in Q4 2024 and has held it in 3 quarters since. The position peaked at $42.1K in Q1 2025. 726 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.
- BFC Planning, Inc. held 712 shares of Schwab Short-Term US Treasury ETF worth $17.2K as of Q2 2026.
- Schwab Short-Term US Treasury ETF was a new BFC Planning, Inc. position in Q2 2026.
- Schwab Short-Term US Treasury ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2085 holding.
- BFC Planning, Inc. first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 3 quarters since.
- BFC Planning, Inc.'s Schwab Short-Term US Treasury ETF position peaked at $42.1K in Q1 2025.
- 726 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.