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Planned Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Planned Solutions’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 		$446K Sell
18,675
-7,460
-29% -$179K 0.12% 80
2026
Q2 		$631K Buy
26,135
+670
+3% +$16.2K 0.18% 61
2026
Q1 		$618K Sell
25,465
-231
-0.9% -$5.62K 0.2% 59
2025
Q4 		$626K Sell
25,696
-6,805
-21% -$166K 0.2% 59
2025
Q3 		$793K Sell
32,501
-225
-0.7% -$5.48K 0.27% 43
2025
Q2 		$798K Sell
32,726
-1,317
-4% -$32K 0.3% 40
2025
Q1 		$829K Buy
34,043
+395
+1% +$9.6K 0.34% 37
2024
Q4 		$810K Buy
33,648
+1,218
+4% +$29.5K 0.33% 37
2024
Q3 		$794K Buy
32,430
+1,050
+3% +$25.5K 0.32% 33
2024
Q2 		$755K Buy
31,380
+468
+2% +$11.2K 0.37% 34
2024
Q1 		$745K Buy
30,912
+1,422
+5% +$34.3K 0.37% 33
2023
Q4 		$714K Sell
29,490
-1,116
-4% -$26.8K 0.33% 32
2023
Q3 		$733K Sell
30,606
-530
-2% -$12.7K 0.44% 26
2023
Q2 		$748K Buy
31,136
+72
+0.2% +$1.75K 0.44% 29
2023
Q1 		$758K Sell
31,064
-36,696
-54% -$889K 0.48% 27
2022
Q4 		$1.63M Sell
67,760
-9,224
-12% -$222K 1.2% 16
2022
Q3 		$1.86M Sell
76,984
-12
-0% -$293 1.55% 16
2022
Q2 		$1.89M Sell
76,996
-8,600
-10% -$212K 1.77% 13
2022
Q1 		$2.12M Sell
85,596
-20,370
-19% -$512K 1.48% 12
2021
Q4 		$2.69M Buy
+105,966
New +$2.7M 1.8% 11
2021
Q2 		$11.3M Buy
440,876
+33,372
+8% +$856K 7.81% 5
2021
Q1 		$10.5M Buy
407,504
+109,030
+37% +$2.8M 8.16% 5
2020
Q4 		$7.67M Buy
298,474
+223,600
+299% +$5.75M 6.14% 5
2020
Q3 		$1.93M Buy
+74,874
New +$1.93M 1.88% 11

Other funds holding SCHO

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
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Planned Solutions's SCHO Position: Q3 2026 in Review

Planned Solutions reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 29% in Q3 2026, selling an estimated $179K and leaving 18,675 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #80.

Planned Solutions first reported a position in SCHO in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q2 2021. 155 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

  • Planned Solutions held 18,675 shares of Schwab Short-Term US Treasury ETF worth $446K as of Q3 2026.
  • Planned Solutions sold 7,460 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $179K.
  • Schwab Short-Term US Treasury ETF made up 0.12% of Planned Solutions's portfolio in Q3 2026, its #80 holding.
  • Planned Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's Schwab Short-Term US Treasury ETF position peaked at $11.3M in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.