Retirement Capital Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Retirement Capital Strategies’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	$500K	Hold	20,695	–	–	0.17%	55
2026 Q1	$502K	Hold	20,695	–	–	0.19%	50
2025 Q4	$504K	Hold	20,695	–	–	0.19%	53
2025 Q3	$505K	Hold	20,695	–	–	0.19%	49
2025 Q2	$505K	Hold	20,695	–	–	0.2%	50
2025 Q1	$504K	Hold	20,695	–	–	0.2%	58
2024 Q4	$498K	Buy	+20,695	New	+$501K	0.19%	60

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Capital Strategies's SCHO Position: Q2 2026 in Review

Retirement Capital Strategies held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 20,695 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #55.

Retirement Capital Strategies first reported a position in SCHO in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q3 2025. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Retirement Capital Strategies held 20,695 shares of Schwab Short-Term US Treasury ETF worth $500K as of Q2 2026.
Retirement Capital Strategies left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.17% of Retirement Capital Strategies's portfolio in Q2 2026, its #55 holding.
Retirement Capital Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Capital Strategies's Schwab Short-Term US Treasury ETF position peaked at $505K in Q3 2025.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.