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Momentum Wealth Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Momentum Wealth 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 		$7.61M Sell
315,302
-85,027
-21% -$2.06M 5.57% 5
2026
Q1 		$9.72M Buy
400,329
+135,274
+51% +$3.29M 8.63% 3
2025
Q4 		$6.46M Sell
265,055
-14,703
-5% -$358K 5.04% 4
2025
Q3 		$6.83M Buy
279,758
+9,937
+4% +$242K 5.31% 4
2025
Q2 		$6.58M Buy
+269,821
New +$6.56M 5.6% 3

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

Momentum Wealth Planning's SCHO Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 21% in Q2 2026, selling an estimated $2.06M and leaving 315,302 shares worth $7.61M. The position accounts for 5.57% of the portfolio, ranked #5.

Momentum Wealth Planning first reported a position in SCHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.72M in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Momentum Wealth Planning held 315,302 shares of Schwab Short-Term US Treasury ETF worth $7.61M as of Q2 2026.
  • Momentum Wealth Planning sold 85,027 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $2.06M.
  • Schwab Short-Term US Treasury ETF made up 5.57% of Momentum Wealth Planning's portfolio in Q2 2026, its #5 holding.
  • Momentum Wealth Planning first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Schwab Short-Term US Treasury ETF position peaked at $9.72M in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.