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

Bensler’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	-9,653	Closed	-$235K	–	188
2025 Q2	$235K	Sell	9,653 -6,043	-39%	-$147K	0.03%	155
2025 Q1	$382K	Sell	15,696 -6,558	-29%	-$159K	0.05%	116
2024 Q4	$535K	Sell	22,254 -4,170	-16%	-$101K	0.06%	107
2024 Q3	$647K	Sell	26,424 -2,470	-9%	-$60K	0.08%	100
2024 Q2	$695K	Sell	28,894 -1,802	-6%	-$43.2K	0.09%	97
2024 Q1	$740K	Sell	30,696 -11,436	-27%	-$276K	0.11%	95
2023 Q4	$1.02M	Sell	42,132 -4,400	-9%	-$106K	0.17%	91
2023 Q3	$1.11M	Sell	46,532 -5,198	-10%	-$125K	0.21%	89
2023 Q2	$1.24M	Sell	51,730 -7,910	-13%	-$192K	0.24%	88
2023 Q1	$1.45M	Sell	59,640 -776	-1%	-$18.8K	0.29%	85
2022 Q4	$1.46M	Sell	60,416 -1,880	-3%	-$45.3K	0.32%	86
2022 Q3	$1.5M	Sell	62,296 -4,204	-6%	-$103K	0.36%	80
2022 Q2	$1.64M	Sell	66,500 -8,392	-11%	-$207K	0.39%	73
2022 Q1	$1.86M	Buy	+74,892	New	+$1.88M	0.39%	78

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

Bensler's SCHO Position: Q3 2025 in Review

Bensler sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 9,653 shares — an estimated $235K sold.

Bensler first reported a position in SCHO in Q1 2022 and held it in 14 quarters. The position peaked at $1.86M in Q1 2022. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Bensler reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Bensler sold 9,653 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $235K.
Bensler first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 14 quarters.
Bensler's Schwab Short-Term US Treasury ETF position peaked at $1.86M in Q1 2022.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Bensler's 13F filing for Q3 2025, filed 3 Nov 2025.