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

United Financial Planning 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
-8,646
Closed -$210K – 525
2026
Q1 		$210K Buy
8,646
+8,499
+5,782% +$207K 0.12% 51
2025
Q4 		$3.58K Buy
+147
New +$3.58K ﹤0.01% 293

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

United Financial Planning Group's SCHO Position: Q2 2026 in Review

United Financial Planning Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 8,646 shares — an estimated $210K sold.

United Financial Planning Group first reported a position in SCHO in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • United Financial Planning Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 8,646 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $210K.
  • United Financial Planning Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Schwab Short-Term US Treasury ETF position peaked at $210K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.