RCS Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

RCS Financial Planning’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	$2M	Buy	+83,965	New	+$2.02M	1.08%	22

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

RCS Financial Planning's SCHO Position: Q3 2026 in Review

RCS Financial Planning opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 83,965 shares worth $2M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings.

665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

RCS Financial Planning held 83,965 shares of Schwab Short-Term US Treasury ETF worth $2M as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new RCS Financial Planning position in Q3 2026.
Schwab Short-Term US Treasury ETF made up 1.08% of RCS Financial Planning's portfolio in Q3 2026, its #22 holding.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.