CIP
SCHO icon

Capital Insight Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capital Insight Partners’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
-11,409
Closed -$278K – 159
2025
Q3 		$278K Sell
11,409
-1,320
-10% -$32.1K 0.05% 146
2025
Q2 		$310K Sell
12,729
-270
-2% -$6.56K 0.05% 143
2025
Q1 		$316K Hold
12,999
– – 0.06% 143
2024
Q4 		$313K Buy
12,999
+475
+4% +$11.5K 0.05% 144
2024
Q3 		$307K Hold
12,524
– – 0.05% 139
2024
Q2 		$301K Sell
12,524
-78
-0.6% -$1.87K 0.06% 139
2024
Q1 		$304K Hold
12,602
– – 0.06% 144
2023
Q4 		$305K Sell
12,602
-4,606
-27% -$111K 0.06% 145
2023
Q3 		$412K Sell
17,208
-2,446
-12% -$58.6K 0.09% 122
2023
Q2 		$472K Buy
19,654
+90
+0.5% +$2.18K 0.11% 118
2023
Q1 		$477K Sell
19,564
-9,680
-33% -$234K 0.11% 124
2022
Q4 		$705K Buy
29,244
+10,690
+58% +$258K 0.18% 98
2022
Q3 		$448K Sell
18,554
-12,372
-40% -$303K 0.12% 111
2022
Q2 		$761K Sell
30,926
-11,824
-28% -$291K 0.18% 107
2022
Q1 		$1.06M Sell
42,750
-6,420
-13% -$161K 0.22% 104
2021
Q4 		$1.25M Sell
49,170
-30,372
-38% -$774K 0.25% 105
2021
Q3 		$2.04M Sell
79,542
-5,252
-6% -$135K 0.44% 86
2021
Q2 		$2.17M Sell
84,794
-1,082
-1% -$27.7K 0.49% 81
2021
Q1 		$2.2M Sell
85,876
-2,070
-2% -$53.2K 0.54% 76
2020
Q4 		$2.26M Sell
87,946
-344
-0.4% -$8.85K 0.57% 66
2020
Q3 		$2.27M Buy
88,290
+2,606
+3% +$67.2K 0.64% 57
2020
Q2 		$2.21M Buy
+85,684
New +$2.21M 0.7% 47

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

Capital Insight Partners's SCHO Position: Q4 2025 in Review

Capital Insight Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 11,409 shares — an estimated $278K sold.

Capital Insight Partners first reported a position in SCHO in Q2 2020 and held it in 22 quarters. The position peaked at $2.27M in Q3 2020. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Capital Insight Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Insight Partners sold 11,409 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $278K.
  • Capital Insight Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 22 quarters.
  • Capital Insight Partners's Schwab Short-Term US Treasury ETF position peaked at $2.27M in Q3 2020.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.