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Plan A Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Plan A Wealth’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 		$6.96M Buy
288,517
+20,045
+7% +$485K 2.96% 6
2026
Q1 		$6.52M Buy
268,472
+25,098
+10% +$611K 3.12% 6
2025
Q4 		$5.93M Buy
243,374
+14,713
+6% +$359K 2.9% 6
2025
Q3 		$5.58M Buy
228,661
+41,920
+22% +$1.02M 2.84% 7
2025
Q2 		$4.55M Buy
186,741
+126,481
+210% +$3.07M 2.58% 7
2025
Q1 		$1.47M Buy
+60,260
New +$1.46M 1.14% 23

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

Plan A Wealth's SCHO Position: Q2 2026 in Review

Plan A Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.5% in Q2 2026, buying an estimated $485K and bringing the position to 288,517 shares worth $6.96M. The position accounts for 2.96% of the portfolio, ranked #6.

Plan A Wealth first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Plan A Wealth held 288,517 shares of Schwab Short-Term US Treasury ETF worth $6.96M as of Q2 2026.
  • Plan A Wealth bought 20,045 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $485K.
  • Schwab Short-Term US Treasury ETF made up 2.96% of Plan A Wealth's portfolio in Q2 2026, its #6 holding.
  • Plan A Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.