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 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%	-$5.47K	0.27%	43
2025 Q2	$798K	Sell	32,726 -1,317	-4%	-$32K	0.3%	40
2025 Q1	$829K	Buy	34,043 +395	+1%	+$9.56K	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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Planned Solutions's SCHO Position: Q2 2026 in Review

Planned Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.6% in Q2 2026, buying an estimated $16.2K and bringing the position to 26,135 shares worth $631K. The position accounts for 0.18% of the portfolio, ranked #61.

Planned Solutions first reported a position in SCHO in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q2 2021. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Planned Solutions held 26,135 shares of Schwab Short-Term US Treasury ETF worth $631K as of Q2 2026.
Planned Solutions bought 670 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $16.2K.
Schwab Short-Term US Treasury ETF made up 0.18% of Planned Solutions's portfolio in Q2 2026, its #61 holding.
Planned Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and has held it in 23 quarters since.
Planned Solutions's Schwab Short-Term US Treasury ETF position peaked at $11.3M in Q2 2021.
136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.