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Zynergy Retirement Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Zynergy Retirement 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 		$10.8M Buy
449,104
+10,566
+2% +$255K 5.88% 7
2026
Q1 		$10.6M Sell
438,538
-45,426
-9% -$1.11M 6.44% 7
2025
Q4 		$11.8M Buy
483,964
+102,601
+27% +$2.5M 7.26% 6
2025
Q3 		$9.31M Buy
381,363
+6,278
+2% +$153K 5.87% 7
2025
Q2 		$9.14M Sell
375,085
-8,614
-2% -$209K 6.13% 7
2025
Q1 		$9.23M Buy
383,699
+212,705
+124% +$5.15M 6.55% 7
2024
Q4 		$8.38M Sell
170,994
-170,994
-50% -$4.14M 5.9% 7
2024
Q3 		$8.38M Buy
341,988
+42,256
+14% +$1.03M 5.9% 7
2024
Q2 		$7.21M Buy
+299,732
New +$7.19M 5.52% 7

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Zynergy Retirement Planning's SCHO Position: Q2 2026 in Review

Zynergy Retirement Planning increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.4% in Q2 2026, buying an estimated $255K and bringing the position to 449,104 shares worth $10.8M. The position accounts for 5.88% of the portfolio, ranked #7.

Zynergy Retirement Planning first reported a position in SCHO in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.8M in Q4 2025. 377 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Zynergy Retirement Planning held 449,104 shares of Schwab Short-Term US Treasury ETF worth $10.8M as of Q2 2026.
  • Zynergy Retirement Planning bought 10,566 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $255K.
  • Schwab Short-Term US Treasury ETF made up 5.88% of Zynergy Retirement Planning's portfolio in Q2 2026, its #7 holding.
  • Zynergy Retirement Planning first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Zynergy Retirement Planning's Schwab Short-Term US Treasury ETF position peaked at $11.8M in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.