Aspen Wealth Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aspen Wealth Strategies’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 Q1	–	Sell	-230,076	Closed	-$5.54M	–	84
2024 Q4	$5.54M	Buy	230,076 +13,366	+6%	+$324K	3.54%	7
2024 Q3	$5.31M	Buy	216,710 +6,902	+3%	+$168K	3.42%	7
2024 Q2	$5.07M	Sell	209,808 -1,868	-0.9%	-$44.8K	3.53%	7
2024 Q1	$5.1M	Buy	211,676 +6,926	+3%	+$167K	3.52%	7
2023 Q4	$4.96M	Buy	204,750 +77,732	+61%	+$1.87M	3.61%	7
2023 Q3	$3.04M	Buy	127,018 +2,988	+2%	+$71.6K	2.37%	9
2023 Q2	$2.98M	Sell	124,030 -11,798	-9%	-$286K	2.26%	10
2023 Q1	$3.31M	Buy	135,828 +4,438	+3%	+$107K	2.57%	9
2022 Q4	$3.17M	Buy	+131,390	New	+$3.17M	2.54%	9

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aspen Wealth Strategies's SCHO Position: Q1 2025 in Review

Aspen Wealth Strategies sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 230,076 shares — an estimated $5.54M sold.

Aspen Wealth Strategies first reported a position in SCHO in Q4 2022 and held it in 9 quarters. The position peaked at $5.54M in Q4 2024. 643 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

Aspen Wealth Strategies reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Aspen Wealth Strategies sold 230,076 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $5.54M.
Aspen Wealth Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 9 quarters.
Aspen Wealth Strategies's Schwab Short-Term US Treasury ETF position peaked at $5.54M in Q4 2024.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Aspen Wealth Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.