Clearview Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clearview Wealth 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 Q4	$1.56M	Buy	64,164 +4,672	+8%	+$114K	0.99%	26
2025 Q3	$1.45M	Buy	59,492 +2,758	+5%	+$67.1K	0.93%	27
2025 Q2	$1.38M	Buy	56,734 +401	+0.7%	+$9.74K	0.96%	27
2025 Q1	$1.37M	Sell	56,333 -174	-0.3%	-$4.21K	1.02%	25
2024 Q4	$1.36M	Buy	56,507 +5,255	+10%	+$127K	1.03%	27
2024 Q3	$1.26M	Buy	51,252 +6,516	+15%	+$158K	0.97%	26
2024 Q2	$1.08M	Buy	+44,736	New	+$1.07M	0.94%	26
2022 Q2	–	Sell	-300	Closed	-$7K	–	637
2022 Q1	$7K	Sell	300 -380	-56%	-$9.54K	﹤0.01%	424
2021 Q4	$17K	Sell	680 -1,200	-64%	-$30.6K	0.01%	349
2021 Q3	$48K	Sell	1,880 -2,800	-60%	-$71.7K	0.03%	238
2021 Q2	$120K	Sell	4,680 -1,360	-23%	-$34.9K	0.07%	140
2021 Q1	$155K	Sell	6,040 -6,720	-53%	-$173K	0.1%	123
2020 Q4	$328K	Buy	+12,760	New	+$328K	0.22%	82

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearview Wealth Advisors's SCHO Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.9% in Q4 2025, buying an estimated $114K and bringing the position to 64,164 shares worth $1.56M. The position accounts for 0.99% of the portfolio, ranked #26.

Clearview Wealth Advisors first reported a position in SCHO in Q4 2020 and has held it in 13 quarters since. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Clearview Wealth Advisors held 64,164 shares of Schwab Short-Term US Treasury ETF worth $1.56M as of Q4 2025.
Clearview Wealth Advisors bought 4,672 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $114K.
Schwab Short-Term US Treasury ETF made up 0.99% of Clearview Wealth Advisors's portfolio in Q4 2025, its #26 holding.
Clearview Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 13 quarters since.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.