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Strategic Blueprint’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Blueprint’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 		$529K Buy
+21,908
New +$530K 0.03% 449
2025
Q3 		– Sell
-9,861
Closed -$240K – 756
2025
Q2 		$240K Sell
9,861
-21,281
-68% -$517K 0.01% 616
2025
Q1 		$758K Sell
31,142
-44,248
-59% -$1.07M 0.04% 337
2024
Q4 		$1.81M Sell
75,390
-15,462
-17% -$374K 0.11% 170
2024
Q3 		$2.22M Buy
90,852
+17,548
+24% +$427K 0.14% 139
2024
Q2 		$1.76M Sell
73,304
-3,866
-5% -$92.7K 0.12% 164
2024
Q1 		$1.86M Buy
+77,170
New +$1.86M 0.13% 157
2022
Q2 		– Sell
-8,826
Closed -$219K – 549
2022
Q1 		$219K Sell
8,826
-4,388
-33% -$110K 0.03% 456
2021
Q4 		$336K Sell
13,214
-7,152
-35% -$182K 0.04% 354
2021
Q3 		$521K Sell
20,366
-39,618
-66% -$1.02M 0.08% 230
2021
Q2 		$1.54M Sell
59,984
-121,790
-67% -$3.12M 0.24% 87
2021
Q1 		$4.66M Sell
181,774
-11,380
-6% -$292K 0.99% 18
2020
Q4 		$4.96M Buy
+193,154
New +$4.97M 1.25% 17

Other funds holding SCHO

Wealth Enhancement Advisory Services
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 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

Strategic Blueprint's SCHO Position: Q2 2026 in Review

Strategic Blueprint opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 21,908 shares worth $529K. The stake represents 0.03% of the portfolio and ranks #449 among its holdings. This is a return to the name: Strategic Blueprint previously reported a position in SCHO as recently as Q2 2025.

Strategic Blueprint first reported a position in SCHO in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.96M in Q4 2020. 333 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Strategic Blueprint held 21,908 shares of Schwab Short-Term US Treasury ETF worth $529K as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Strategic Blueprint position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #449 holding.
  • Strategic Blueprint first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 13 quarters since.
  • Strategic Blueprint's Schwab Short-Term US Treasury ETF position peaked at $4.96M in Q4 2020.
  • 333 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.