Bond & Devick Financial Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bond & Devick Financial Network’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	-8,453	Closed	-$206K	–	191
2025 Q3	$206K	Buy	+8,453	New	+$206K	0.06%	178
2025 Q2	–	Sell	-8,509	Closed	-$207K	–	176
2025 Q1	$207K	Buy	+8,509	New	+$206K	0.08%	155
2023 Q3	–	Sell	-23,596	Closed	-$567K	–	129
2023 Q2	$567K	Sell	23,596 -48,188	-67%	-$1.17M	0.35%	56
2023 Q1	$1.75M	Sell	71,784 -34,370	-32%	-$832K	1.12%	16
2022 Q4	$2.56M	Sell	106,154 -13,562	-11%	-$327K	1.82%	12
2022 Q3	$2.89M	Buy	119,716 +7,744	+7%	+$189K	2.39%	11
2022 Q2	$2.75M	Sell	111,972 -32,218	-22%	-$794K	2.41%	10
2022 Q1	$3.57M	Buy	144,190 +11,302	+9%	+$284K	2.86%	10
2021 Q4	$3.38M	Buy	132,888 +12,828	+11%	+$327K	2.53%	10
2021 Q3	$3.07M	Buy	120,060 +15,294	+15%	+$392K	2.55%	10
2021 Q2	$2.68M	Buy	104,766 +4,056	+4%	+$104K	2.21%	11
2021 Q1	$2.58M	Buy	100,710 +29,056	+41%	+$746K	2.39%	10
2020 Q4	$1.84M	Buy	+71,654	New	+$1.84M	2.1%	9

Other funds holding SCHO

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Bond & Devick Financial Network's SCHO Position: Q4 2025 in Review

Bond & Devick Financial Network sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 8,453 shares — an estimated $206K sold.

Bond & Devick Financial Network first reported a position in SCHO in Q4 2020 and held it in 13 quarters. The position peaked at $3.57M in Q1 2022. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Bond & Devick Financial Network reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Bond & Devick Financial Network sold 8,453 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $206K.
Bond & Devick Financial Network first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 13 quarters.
Bond & Devick Financial Network's Schwab Short-Term US Treasury ETF position peaked at $3.57M in Q1 2022.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Bond & Devick Financial Network's 13F filing for Q4 2025, filed 14 Jan 2026.