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 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 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

Leading Edge Financial Planning's SCHO Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.97% in Q1 2026, selling an estimated $3.97K and leaving 16,683 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #44.

Leading Edge Financial Planning first reported a position in SCHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q4 2022. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Leading Edge Financial Planning held 16,683 shares of Schwab Short-Term US Treasury ETF worth $405K as of Q1 2026.
Leading Edge Financial Planning sold 163 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $3.97K.
Schwab Short-Term US Treasury ETF made up 0.09% of Leading Edge Financial Planning's portfolio in Q1 2026, its #44 holding.
Leading Edge Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $3.05M in Q4 2022.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.