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Cedar Mountain Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cedar Mountain Advisors’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
-4
Closed -$92 – 697
2025
Q2 		$92 Hold
4
– – ﹤0.01% 349
2025
Q1 		$92 Sell
4
-65
-94% -$1.57K ﹤0.01% 334
2024
Q4 		$1.66K Sell
69
-107,427
-100% -$2.6M ﹤0.01% 316
2024
Q3 		$2.63M Sell
107,496
-14,318
-12% -$348K 0.59% 21
2024
Q2 		$2.93M Buy
121,814
+3,968
+3% +$95.2K 0.72% 18
2024
Q1 		$2.84M Buy
117,846
+3,386
+3% +$81.8K 0.71% 18
2023
Q4 		$2.77M Buy
114,460
+40
+0% +$961 0.75% 18
2023
Q3 		$2.74M Sell
114,420
-12,184
-10% -$292K 0.81% 18
2023
Q2 		$3.04M Buy
126,604
+4,468
+4% +$108K 0.87% 16
2023
Q1 		$2.98M Buy
122,136
+8,018
+7% +$194K 0.9% 16
2022
Q4 		$2.75M Buy
+114,118
New +$2.75M 0.86% 18
2021
Q3 		– Sell
-40
Closed -$1K – 307
2021
Q2 		$1K Hold
40
– – ﹤0.01% 261
2021
Q1 		$1K Sell
40
-10
-20% -$257 ﹤0.01% 265
2020
Q4 		$1K Hold
50
– – ﹤0.01% 257
2020
Q3 		$1K Hold
50
– – ﹤0.01% 241
2020
Q2 		$1K Hold
50
– – ﹤0.01% 237
2020
Q1 		$1K Hold
50
– – ﹤0.01% 222
2019
Q4 		$1K Buy
+50
New +$1.26K ﹤0.01% 235

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

Cedar Mountain Advisors's SCHO Position: Q3 2025 in Review

Cedar Mountain Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 4 shares — an estimated $92 sold.

Cedar Mountain Advisors first reported a position in SCHO in Q4 2019 and held it in 18 quarters. The position peaked at $3.04M in Q2 2023. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Cedar Mountain Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Cedar Mountain Advisors sold 4 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $92.
  • Cedar Mountain Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 18 quarters.
  • Cedar Mountain Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.04M in Q2 2023.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Cedar Mountain Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.