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

Investment Planning 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	–	Sell	-9,746	Closed	-$238K	–	109
2025 Q4	$238K	Buy	9,746 +88	+0.9%	+$2.15K	0.07%	88
2025 Q3	$236K	Buy	9,658 +1,300	+16%	+$31.6K	0.07%	81
2025 Q2	$204K	Hold	8,358	–	–	0.07%	79
2025 Q1	$203K	Buy	+8,358	New	+$202K	0.08%	70

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

Investment Planning Advisors's SCHO Position: Q1 2026 in Review

Investment Planning Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026, closing a stake of 9,746 shares — an estimated $238K sold.

Investment Planning Advisors first reported a position in SCHO in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Investment Planning Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Investment Planning Advisors sold 9,746 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $238K.
Investment Planning Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 4 quarters.
Investment Planning Advisors's Schwab Short-Term US Treasury ETF position peaked at $238K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.