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

Caldwell Trust’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
2023
Q3 		– Sell
-36
Closed -$865 – 747
2023
Q2 		$865 Buy
+36
New +$873 ﹤0.01% 737

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Trust's SCHO Position: Q3 2023 in Review

Caldwell Trust sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 36 shares — an estimated $865 sold.

Caldwell Trust first reported a position in SCHO in Q2 2023 and held it in 1 quarter. The position peaked at $865 in Q2 2023. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Caldwell Trust reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 36 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $865.
  • Caldwell Trust first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Caldwell Trust's Schwab Short-Term US Treasury ETF position peaked at $865 in Q2 2023.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.