Game Plan Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Game Plan Financial Advisors’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 Q1	$1.77K	Hold	73	–	–	﹤0.01%	265
2025 Q4	$1.77K	Buy	73 +1	+1%	+$24	﹤0.01%	269
2025 Q3	$1.75K	Buy	72 +1	+1%	+$24	﹤0.01%	281
2025 Q2	$1.73K	Buy	71 +1	+1%	+$24	﹤0.01%	282
2025 Q1	$1.71K	Hold	70	–	–	﹤0.01%	287
2024 Q4	$1.68K	Hold	70	–	–	﹤0.01%	301
2024 Q3	$1.7K	Buy	70 +2	+3%	+$49	﹤0.01%	316
2024 Q2	$1.66K	Hold	68	–	–	﹤0.01%	309
2024 Q1	$1.64K	Hold	68	–	–	﹤0.01%	353
2023 Q4	$1.64K	Buy	+68	New	+$1.63K	﹤0.01%	345

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Game Plan Financial Advisors's SCHO Position: Q1 2026 in Review

Game Plan Financial Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2026 at 73 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Game Plan Financial Advisors first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Game Plan Financial Advisors held 73 shares of Schwab Short-Term US Treasury ETF worth $1.77K as of Q1 2026.
Game Plan Financial Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #265 holding.
Game Plan Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.