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

Commons Capital’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	-37,020	Closed	-$903K	–	122
2025 Q3	$903K	Buy	37,020 +1,337	+4%	+$32.5K	0.59%	44
2025 Q2	$870K	Sell	35,683 -3,912	-10%	-$95K	0.66%	38
2025 Q1	$964K	Buy	+39,595	New	+$959K	0.88%	31

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Commons Capital's SCHO Position: Q4 2025 in Review

Commons Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 37,020 shares — an estimated $903K sold.

Commons Capital first reported a position in SCHO in Q1 2025 and held it in 3 quarters. The position peaked at $964K in Q1 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Commons Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Commons Capital sold 37,020 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $903K.
Commons Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 3 quarters.
Commons Capital's Schwab Short-Term US Treasury ETF position peaked at $964K in Q1 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Commons Capital's 13F filing for Q4 2025, filed 5 Jan 2026.