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

Kerr 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 		$97 Buy
4
+1
+33% +$24 ﹤0.01% 521
2026
Q1 		$72 Sell
3
-1
-25% -$24 ﹤0.01% 508
2025
Q4 		$97 Buy
+4
New +$98 ﹤0.01% 496

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

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

Kerr Financial Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 33% in Q2 2026, buying an estimated $24 and bringing the position to 4 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Kerr Financial Planning first reported a position in SCHO in Q4 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Kerr Financial Planning held 4 shares of Schwab Short-Term US Treasury ETF worth $97 as of Q2 2026.
  • Kerr Financial Planning bought 1 Schwab Short-Term US Treasury ETF share in Q2 2026, an estimated $24.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #521 holding.
  • Kerr Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.