Tempus Wealth Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tempus Wealth 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	$1.32M	Buy	55,320 +2,595	+5%	+$62.3K	0.25%	107
2026 Q2	$1.27M	Buy	52,725 +3,881	+8%	+$93.8K	0.25%	107
2026 Q1	$1.19M	Buy	48,844 +4,746	+11%	+$116K	0.27%	106
2025 Q4	$1.07M	Buy	44,098 +5,425	+14%	+$132K	0.25%	109
2025 Q3	$944K	Buy	38,673 +4,317	+13%	+$105K	0.22%	123
2025 Q2	$838K	Buy	34,356 +576	+2%	+$14K	0.21%	123
2025 Q1	$822K	Buy	33,780 +1,279	+4%	+$31K	0.25%	113
2024 Q4	$782K	Buy	32,501 +2,691	+9%	+$65.2K	0.24%	106
2024 Q3	$730K	Hold	29,810	–	–	0.27%	99
2024 Q2	$717K	Sell	29,810 -394	-1%	-$9.45K	0.3%	92
2024 Q1	$728K	Buy	30,204 +3,910	+15%	+$94.4K	0.32%	88
2023 Q4	$637K	Sell	26,294 -2,360	-8%	-$56.7K	0.28%	86
2023 Q3	$686K	Sell	28,654 -4,540	-14%	-$109K	0.34%	71
2023 Q2	$798K	Buy	33,194 +68	+0.2%	+$1.65K	0.36%	81
2023 Q1	$808K	Sell	33,126 -6,874	-17%	-$166K	0.4%	66
2022 Q4	$965K	Sell	40,000 -10,972	-22%	-$265K	0.59%	53
2022 Q3	$1.23M	Buy	+50,972	New	+$1.25M	0.82%	31

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Tempus Wealth Planning's SCHO Position: Q3 2026 in Review

Tempus Wealth Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.9% in Q3 2026, buying an estimated $62.3K and bringing the position to 55,320 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #107.

Tempus Wealth Planning first reported a position in SCHO in Q3 2022 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Tempus Wealth Planning held 55,320 shares of Schwab Short-Term US Treasury ETF worth $1.32M as of Q3 2026.
Tempus Wealth Planning bought 2,595 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $62.3K.
Schwab Short-Term US Treasury ETF made up 0.25% of Tempus Wealth Planning's portfolio in Q3 2026, its #107 holding.
Tempus Wealth Planning first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 17 quarters since.
101 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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