Advisory Alpha’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advisory Alpha’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
2025 Q3	–	Sell	-8,879	Closed	-$216K	–	542
2025 Q2	$216K	Buy	+8,879	New	+$216K	0.01%	453
2020 Q3	–	Sell	-10,118	Closed	-$260K	–	718
2020 Q2	$260K	Sell	10,118 -6,236	-38%	-$161K	0.06%	91
2020 Q1	$423K	Buy	16,354 +3,436	+27%	+$87.5K	0.12%	57
2019 Q4	$326K	Buy	12,918 +612	+5%	+$15.5K	0.08%	95
2019 Q3	$311K	Buy	12,306 +414	+3%	+$10.5K	0.09%	81
2019 Q2	$301K	Buy	11,892 +352	+3%	+$8.84K	0.1%	85
2019 Q1	$290K	Buy	+11,540	New	+$288K	0.1%	86
2018 Q4	–	Sell	-68,556	Closed	-$1.7M	–	147
2018 Q3	$1.7M	Sell	68,556 -3,710	-5%	-$92.1K	0.43%	58
2018 Q2	$1.79M	Sell	72,266 -34,234	-32%	-$850K	0.45%	60
2018 Q1	$2.64M	Buy	106,500 +82,946	+352%	+$2.07M	0.92%	32
2017 Q4	$588K	Sell	23,554 -4,508	-16%	-$113K	0.19%	79
2017 Q3	$705K	Buy	28,062 +998	+4%	+$25.2K	0.2%	79
2017 Q2	$683K	Buy	27,064 +10,624	+65%	+$268K	0.2%	78
2017 Q1	$415K	Buy	+16,440	New	+$415K	0.14%	83
2016 Q4	–	Sell	-3,254	Closed	-$83K	–	124
2016 Q3	$83K	Buy	3,254 +3,194	+5,323%	+$81.1K	0.03%	72
2016 Q2	$2K	Buy	+60	New	+$1.52K	﹤0.01%	75

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's SCHO Position: Q3 2025 in Review

Advisory Alpha sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 8,879 shares — an estimated $216K sold.

Advisory Alpha first reported a position in SCHO in Q2 2016 and held it in 16 quarters. The position peaked at $2.64M in Q1 2018. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Advisory Alpha reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Advisory Alpha sold 8,879 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $216K.
Advisory Alpha first reported a position in Schwab Short-Term US Treasury ETF in Q2 2016 and held it in 16 quarters.
Advisory Alpha's Schwab Short-Term US Treasury ETF position peaked at $2.64M in Q1 2018.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Advisory Alpha's 13F filing for Q3 2025, filed 12 Nov 2025.