AIM
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AHL Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

AHL Investment Management’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 		$2.39M Sell
97,781
-6,100
-6% -$148K 1.63% 24
2025
Q2 		$2.53M Sell
103,881
-8,570
-8% -$208K 1.69% 21
2025
Q1 		$2.74M Sell
112,451
-5,985
-5% -$145K 1.89% 18
2024
Q4 		$2.85M Sell
118,436
-5,598
-5% -$136K 1.99% 17
2024
Q3 		$3.04M Sell
124,034
-976
-0.8% -$23.7K 2.1% 16
2024
Q2 		$3.01M Sell
125,010
-11,100
-8% -$266K 2.21% 16
2024
Q1 		$3.28M Sell
136,110
-1,250
-0.9% -$30.2K 2.52% 13
2023
Q4 		$3.33M Sell
137,360
-11,424
-8% -$274K 2.72% 13
2023
Q3 		$3.56M Sell
148,784
-918
-0.6% -$22K 3.17% 11
2023
Q2 		$3.6M Buy
149,702
+870
+0.6% +$21.1K 3.2% 11
2023
Q1 		$3.63M Sell
148,832
-1,574
-1% -$38.1K 3.35% 11
2022
Q4 		$3.63M Sell
150,406
-50,126
-25% -$1.21M 3.37% 10
2022
Q3 		$4.84M Sell
200,532
-4,444
-2% -$109K 4.98% 3
2022
Q2 		$5.04M Buy
204,976
+1,924
+0.9% +$47.4K 5.07% 3
2022
Q1 		$5.03M Sell
203,052
-570
-0.3% -$14.3K 4.61% 4
2021
Q4 		$5.18M Buy
+203,622
New +$5.19M 4.72% 4

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AHL Investment Management's SCHO Position: Q3 2025 in Review

AHL Investment Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.9% in Q3 2025, selling an estimated $148K and leaving 97,781 shares worth $2.39M. The position accounts for 1.63% of the portfolio, ranked #24.

AHL Investment Management first reported a position in SCHO in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.18M in Q4 2021. 644 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • AHL Investment Management held 97,781 shares of Schwab Short-Term US Treasury ETF worth $2.39M as of Q3 2025.
  • AHL Investment Management sold 6,100 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $148K.
  • Schwab Short-Term US Treasury ETF made up 1.63% of AHL Investment Management's portfolio in Q3 2025, its #24 holding.
  • AHL Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Schwab Short-Term US Treasury ETF position peaked at $5.18M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.