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

Holistic 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
+3,000
+32% +$72.5K 0.05% 276
2026
Q1 		$229K Buy
+9,422
New +$229K 0.05% 275

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

Holistic Planning's SCHO Position: Q2 2026 in Review

Holistic Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 32% in Q2 2026, buying an estimated $72.5K and bringing the position to 12,422 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #276.

Holistic Planning first reported a position in SCHO in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Holistic Planning held 12,422 shares of Schwab Short-Term US Treasury ETF worth $300K as of Q2 2026.
  • Holistic Planning bought 3,000 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $72.5K.
  • Schwab Short-Term US Treasury ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #276 holding.
  • Holistic Planning first reported a position in Schwab Short-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.