Balboa Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Balboa Wealth Partners’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	–	Sell	-34,976	Closed	-$851K	–	402
2025 Q1	$851K	Buy	+34,976	New	+$847K	0.21%	88
2023 Q1	–	Sell	-9,620	Closed	-$232K	–	318
2022 Q4	$232K	Buy	9,620 +200	+2%	+$4.82K	0.1%	195
2022 Q3	$227K	Buy	+9,420	New	+$230K	0.1%	179

Other funds holding SCHO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's SCHO Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 34,976 shares — an estimated $851K sold.

Balboa Wealth Partners first reported a position in SCHO in Q3 2022 and held it in 3 quarters. The position peaked at $851K in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Balboa Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Balboa Wealth Partners sold 34,976 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $851K.
Balboa Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 3 quarters.
Balboa Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $851K in Q1 2025.
654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.