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RFP Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

RFP Financial Group’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 		– Sell
-15,798
Closed -$383K – 68
2026
Q1 		$383K Buy
+15,798
New +$385K 0.21% 42
2024
Q4 		– Sell
-26,174
Closed -$641K – 117
2024
Q3 		$641K Buy
26,174
+278
+1% +$6.76K 0.21% 58
2024
Q2 		$623K Sell
25,896
-10,432
-29% -$250K 0.23% 55
2024
Q1 		$876K Buy
36,328
+10,700
+42% +$258K 0.34% 46
2023
Q4 		$621K Buy
25,628
+548
+2% +$13.2K 0.25% 51
2023
Q3 		$601K Buy
25,080
+24,794
+8,669% +$594K 0.26% 49
2023
Q2 		$6.87K Sell
286
-3,384
-92% -$82.1K ﹤0.01% 492
2023
Q1 		$89.5K Sell
3,670
-2,988
-45% -$72.4K 0.1% 69
2022
Q4 		$161K Buy
+6,658
New +$161K 0.07% 103

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

RFP Financial Group's SCHO Position: Q2 2026 in Review

RFP Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 15,798 shares — an estimated $383K sold.

RFP Financial Group first reported a position in SCHO in Q4 2022 and held it in 9 quarters. The position peaked at $876K in Q1 2024. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • RFP Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • RFP Financial Group sold 15,798 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $383K.
  • RFP Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 9 quarters.
  • RFP Financial Group's Schwab Short-Term US Treasury ETF position peaked at $876K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.