McCarley & Cook Financial Planners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$5.34K	Hold	224	–	–	﹤0.01%	199
2026 Q2	$5.41K	Hold	224	–	–	﹤0.01%	180
2026 Q1	$5.44K	Hold	224	–	–	﹤0.01%	190
2025 Q4	$5.46K	Buy	+224	New	+$5.46K	﹤0.01%	183

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

McCarley & Cook Financial Planners's SCHO Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 224 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

McCarley & Cook Financial Planners first reported a position in SCHO in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.46K in Q4 2025. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

McCarley & Cook Financial Planners held 224 shares of Schwab Short-Term US Treasury ETF worth $5.34K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #199 holding.
McCarley & Cook Financial Planners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Schwab Short-Term US Treasury ETF position peaked at $5.46K in Q4 2025.
251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.