Atria Wealth Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atria Wealth Solutions’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 Q2	$1.27M	Sell	52,120 -27,772	-35%	-$675K	0.03%	558
2025 Q1	$1.94M	Sell	79,892 -119,343	-60%	-$2.89M	0.02%	644
2024 Q4	$4.79M	Buy	199,235 +114,385	+135%	+$2.77M	0.05%	362
2024 Q3	$2.08M	Sell	84,850 -5,272	-6%	-$128K	0.02%	619
2024 Q2	$2.17M	Buy	90,122 +33,498	+59%	+$803K	0.02%	599
2024 Q1	$1.36M	Sell	56,624 -97,534	-63%	-$2.36M	0.02%	775
2023 Q4	$3.73M	Sell	154,158 -45,268	-23%	-$1.09M	0.05%	388
2023 Q3	$4.78M	Sell	199,426 -230,772	-54%	-$5.53M	0.07%	303
2023 Q2	$10.3M	Buy	430,198 +377,880	+722%	+$9.16M	0.14%	151
2023 Q1	$1.28M	Buy	52,318 +31,804	+155%	+$770K	0.02%	710
2022 Q4	$495K	Sell	20,514 -58,502	-74%	-$1.41M	0.01%	1086
2022 Q3	$1.91M	Sell	79,016 -15,824	-17%	-$387K	0.03%	500
2022 Q2	$2.33M	Buy	94,840 +52,764	+125%	+$1.3M	0.04%	392
2022 Q1	$1.04M	Buy	+42,076	New	+$1.06M	0.02%	714

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SCHO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 35% in Q2 2025, selling an estimated $675K and leaving 52,120 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #558.

Atria Wealth Solutions first reported a position in SCHO in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q2 2023. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Atria Wealth Solutions held 52,120 shares of Schwab Short-Term US Treasury ETF worth $1.27M as of Q2 2025.
Atria Wealth Solutions sold 27,772 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $675K.
Schwab Short-Term US Treasury ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #558 holding.
Atria Wealth Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab Short-Term US Treasury ETF position peaked at $10.3M in Q2 2023.
656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.