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

LifePlan Financial’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 		$966K Buy
40,021
+519
+1% +$12.5K 0.68% 44
2026
Q1 		$959K Sell
39,502
-1,208
-3% -$29.4K 0.71% 45
2025
Q4 		$992K Sell
40,710
-499
-1% -$12.2K 0.76% 42
2025
Q3 		$1.01M Sell
41,209
-1,025
-2% -$24.9K 0.8% 41
2025
Q2 		$1.03M Buy
42,234
+545
+1% +$13.2K 0.85% 36
2025
Q1 		$1.01M Buy
41,689
+1,048
+3% +$25.4K 0.88% 32
2024
Q4 		$978K Sell
40,641
-3,855
-9% -$93.3K 0.86% 34
2024
Q3 		$1.09M Buy
44,496
+298
+0.7% +$7.24K 0.94% 29
2024
Q2 		$1.06M Buy
44,198
+4,104
+10% +$98.4K 0.98% 29
2024
Q1 		$966K Buy
40,094
+1,468
+4% +$35.5K 0.89% 34
2023
Q4 		$936K Buy
+38,626
New +$928K 0.94% 34

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

LifePlan Financial's SCHO Position: Q2 2026 in Review

LifePlan Financial increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 40,021 shares worth $966K. The position accounts for 0.68% of the portfolio, ranked #44.

LifePlan Financial first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 463 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • LifePlan Financial held 40,021 shares of Schwab Short-Term US Treasury ETF worth $966K as of Q2 2026.
  • LifePlan Financial bought 519 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $12.5K.
  • Schwab Short-Term US Treasury ETF made up 0.68% of LifePlan Financial's portfolio in Q2 2026, its #44 holding.
  • LifePlan Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Schwab Short-Term US Treasury ETF position peaked at $1.09M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.