BFG
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Bouchey Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bouchey Financial Group’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
-8,360
Closed -$204K – 156
2025
Q2 		$204K Sell
8,360
-238,660
-97% -$5.8M 0.02% 140
2025
Q1 		$6.01M Buy
247,020
+17,927
+8% +$434K 0.54% 25
2024
Q4 		$5.51M Sell
229,093
-161,057
-41% -$3.9M 0.48% 26
2024
Q3 		$9.55M Sell
390,150
-48,506
-11% -$1.18M 0.85% 22
2024
Q2 		$10.6M Sell
438,656
-72,536
-14% -$1.74M 1% 21
2024
Q1 		$12.3M Sell
511,192
-196,104
-28% -$4.74M 1.21% 22
2023
Q4 		$17.1M Buy
707,296
+82,392
+13% +$1.98M 1.84% 17
2023
Q3 		$15M Buy
624,904
+368
+0.1% +$8.82K 1.83% 17
2023
Q2 		$15M Buy
624,536
+6,868
+1% +$167K 1.82% 18
2023
Q1 		$15.1M Buy
617,668
+37,702
+7% +$913K 1.99% 16
2022
Q4 		$14M Buy
+579,966
New +$14M 2.01% 16
2022
Q1 		– Sell
-13,694
Closed -$348K – 109
2021
Q4 		$348K Sell
13,694
-12,364
-47% -$315K 0.05% 72
2021
Q3 		$667K Sell
26,058
-330
-1% -$8.46K 0.09% 45
2021
Q2 		$676K Sell
26,388
-252
-0.9% -$6.46K 0.11% 38
2021
Q1 		$683K Sell
26,640
-1,948
-7% -$50K 0.11% 40
2020
Q4 		$735K Sell
28,588
-1,066
-4% -$27.4K 0.13% 37
2020
Q3 		$764K Sell
29,654
-726
-2% -$18.7K 0.15% 36
2020
Q2 		$784K Sell
30,380
-50,334
-62% -$1.3M 0.17% 34
2020
Q1 		$2.09M Sell
80,714
-2,668
-3% -$68K 0.55% 21
2019
Q4 		$2.1M Buy
83,382
+3,024
+4% +$76.4K 0.48% 25
2019
Q3 		$2.03M Sell
80,358
-1,134
-1% -$28.7K 0.49% 26
2019
Q2 		$2.06M Buy
81,492
+7,968
+11% +$200K 0.5% 26
2019
Q1 		$1.84M Buy
73,524
+1,684
+2% +$42.1K 0.46% 29
2018
Q4 		$1.79M Buy
71,840
+6,548
+10% +$162K 0.51% 29
2018
Q3 		$1.62M Buy
+65,292
New +$1.62M 0.4% 30
2014
Q2 		– Sell
-76,878
Closed -$1.94M – 72
2014
Q1 		$1.94M Sell
76,878
-8,572
-10% -$217K 1.18% 29
2013
Q4 		$2.16M Buy
+85,450
New +$2.16M 1.52% 26

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bouchey Financial Group's SCHO Position: Q3 2025 in Review

Bouchey Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 8,360 shares — an estimated $204K sold.

Bouchey Financial Group first reported a position in SCHO in Q4 2013 and held it in 27 quarters. The position peaked at $17.1M in Q4 2023. 644 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Bouchey Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Bouchey Financial Group sold 8,360 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $204K.
  • Bouchey Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2013 and held it in 27 quarters.
  • Bouchey Financial Group's Schwab Short-Term US Treasury ETF position peaked at $17.1M in Q4 2023.
  • 644 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Bouchey Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.