Berkshire Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Berkshire Asset 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 Q4	–	Sell	-134,241	Closed	-$3.28M	–	294
2025 Q3	$3.28M	Buy	134,241 +3,389	+3%	+$82.5K	0.14%	90
2025 Q2	$3.19M	Buy	130,852 +3,192	+3%	+$77.6K	0.14%	82
2025 Q1	$3.1M	Buy	127,660 +33,847	+36%	+$820K	0.15%	83
2024 Q4	$2.27M	Sell	93,813 -89,885	-49%	-$2.18M	0.11%	103
2024 Q3	$4.42M	Hold	183,698	–	–	0.22%	64
2024 Q2	$4.42M	Buy	+183,698	New	+$4.41M	0.22%	65
2019 Q4	–	Sell	-11,724	Closed	-$297K	–	216
2019 Q3	$297K	Buy	+11,724	New	+$296K	0.03%	176
2019 Q2	–	Sell	-12,924	Closed	-$324K	–	222
2019 Q1	$324K	Sell	12,924 -900	-7%	-$22.5K	0.03%	178
2018 Q4	$345K	Hold	13,824	–	–	0.03%	164
2018 Q3	$343K	Buy	13,824 +538	+4%	+$13.4K	0.03%	177
2018 Q2	$330K	Buy	13,286 +1,004	+8%	+$24.9K	0.03%	168
2018 Q1	$306K	Buy	+12,282	New	+$306K	0.03%	170

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berkshire Asset Management's SCHO Position: Q4 2025 in Review

Berkshire Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 134,241 shares — an estimated $3.28M sold.

Berkshire Asset Management first reported a position in SCHO in Q1 2018 and held it in 12 quarters. The position peaked at $4.42M in Q3 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Berkshire Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 134,241 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $3.28M.
Berkshire Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 12 quarters.
Berkshire Asset Management's Schwab Short-Term US Treasury ETF position peaked at $4.42M in Q3 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.