Phillip James Consulting
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Phillip James Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Phillip James Consulting’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 		$11.8M Buy
495,729
+7,203
+1% +$173K 7.96% 1
2026
Q2 		$11.8M Buy
+488,526
New +$11.8M 7.88% 2

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Phillip James Consulting's SCHO Position: Q3 2026 in Review

Phillip James Consulting increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.5% in Q3 2026, buying an estimated $173K and bringing the position to 495,729 shares worth $11.8M. The position accounts for 7.96% of the portfolio, ranked #1.

Phillip James Consulting first reported a position in SCHO in Q2 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Phillip James Consulting held 495,729 shares of Schwab Short-Term US Treasury ETF worth $11.8M as of Q3 2026.
  • Phillip James Consulting bought 7,203 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $173K.
  • Schwab Short-Term US Treasury ETF made up 7.96% of Phillip James Consulting's portfolio in Q3 2026, its #1 holding.
  • Phillip James Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.