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

Leading Edge 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 		– Sell
-16,683
Closed -$405K – 82
2026
Q1 		$405K Sell
16,683
-163
-1% -$3.97K 0.09% 44
2025
Q4 		$411K Sell
16,846
-4,697
-22% -$115K 0.09% 41
2025
Q3 		$526K Sell
21,543
-20
-0.1% -$487 0.13% 35
2025
Q2 		$526K Sell
21,563
-50
-0.2% -$1.22K 0.15% 34
2025
Q1 		$526K Hold
21,613
– – 0.16% 34
2024
Q4 		$520K Sell
21,613
-2,109
-9% -$51.1K 0.17% 34
2024
Q3 		$581K Sell
23,722
-202
-0.8% -$4.91K 0.19% 33
2024
Q2 		$576K Sell
23,924
-15,632
-40% -$375K 0.23% 30
2024
Q1 		$954K Sell
39,556
-40,314
-50% -$974K 0.42% 24
2023
Q4 		$1.93M Sell
79,870
-30,022
-27% -$721K 1% 16
2023
Q3 		$2.63M Sell
109,892
-5,180
-5% -$124K 1.69% 13
2023
Q2 		$2.77M Sell
115,072
-9,152
-7% -$222K 1.81% 11
2023
Q1 		$3.03M Sell
124,224
-2,214
-2% -$53.6K 2.19% 11
2022
Q4 		$3.05M Buy
+126,438
New +$3.05M 2.64% 10

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

Leading Edge Financial Planning's SCHO Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 16,683 shares — an estimated $405K sold.

Leading Edge Financial Planning first reported a position in SCHO in Q4 2022 and held it in 14 quarters. The position peaked at $3.05M in Q4 2022. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Leading Edge Financial Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Leading Edge Financial Planning sold 16,683 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $405K.
  • Leading Edge Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 14 quarters.
  • Leading Edge Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $3.05M in Q4 2022.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.