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Cardinal Point Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cardinal Point Capital 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
Q3 		– Sell
-263,049
Closed -$263K – 275
2025
Q2 		$263K Buy
+263,049
New +$6.39M 0.02% 197

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardinal Point Capital Management's SCHO Position: Q3 2025 in Review

Cardinal Point Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 263,049 shares — an estimated $263K sold.

Cardinal Point Capital Management first reported a position in SCHO in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Cardinal Point Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 263,049 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $263K.
  • Cardinal Point Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's Schwab Short-Term US Treasury ETF position peaked at $263K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Cardinal Point Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.