XY Planning Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

XY Planning Network’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	$2.9M	Buy	121,380 +15,477	+15%	+$372K	0.31%	72
2026 Q2	$2.56M	Sell	105,903 -784	-0.7%	-$19K	0.32%	73
2026 Q1	$2.58M	Buy	106,687 +13,053	+14%	+$318K	0.41%	57
2025 Q4	$2.28M	Buy	+93,634	New	+$2.28M	0.4%	59

Other funds holding SCHO

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

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

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

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

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

XY Planning Network's SCHO Position: Q3 2026 in Review

XY Planning Network increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 15% in Q3 2026, buying an estimated $372K and bringing the position to 121,380 shares worth $2.9M. The position accounts for 0.31% of the portfolio, ranked #72.

XY Planning Network first reported a position in SCHO in Q4 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

XY Planning Network held 121,380 shares of Schwab Short-Term US Treasury ETF worth $2.9M as of Q3 2026.
XY Planning Network bought 15,477 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $372K.
Schwab Short-Term US Treasury ETF made up 0.31% of XY Planning Network's portfolio in Q3 2026, its #72 holding.
XY Planning Network first reported a position in Schwab Short-Term US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
251 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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