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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
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

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

Tempus Wealth Planning's SCHO Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.9% in Q2 2026, buying an estimated $93.8K and bringing the position to 52,725 shares worth $1.27M. 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 16 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Tempus Wealth Planning held 52,725 shares of Schwab Short-Term US Treasury ETF worth $1.27M as of Q2 2026.
  • Tempus Wealth Planning bought 3,881 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $93.8K.
  • Schwab Short-Term US Treasury ETF made up 0.25% of Tempus Wealth Planning's portfolio in Q2 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 16 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.