Concord Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Concord Wealth 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 Q2	–	Sell	-120	Closed	-$2.92K	–	898
2025 Q1	$2.92K	Hold	120	–	–	﹤0.01%	647
2024 Q4	$2.89K	Hold	120	–	–	﹤0.01%	673
2024 Q3	$2.94K	Hold	120	–	–	﹤0.01%	705
2024 Q2	$2.91K	Hold	120	–	–	﹤0.01%	631
2024 Q1	$2.91K	Sell	120 -840	-88%	-$20.3K	﹤0.01%	715
2023 Q4	$23.3K	Buy	960 +840	+700%	+$20.2K	﹤0.01%	461
2023 Q3	$2.87K	Hold	120	–	–	﹤0.01%	811
2023 Q2	$2.88K	Hold	120	–	–	﹤0.01%	810
2023 Q1	$2.93K	Hold	120	–	–	﹤0.01%	757
2022 Q4	$2.89K	Buy	+120	New	+$2.89K	﹤0.01%	870
2022 Q3	–	Sell	-120	Closed	-$3K	–	954
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	964
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	1038
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	1074
2021 Q3	$3K	Sell	120 -82	-41%	-$2.1K	﹤0.01%	708
2021 Q2	$5K	Hold	202	–	–	﹤0.01%	742
2021 Q1	$5K	Buy	202 +120	+146%	+$3.08K	﹤0.01%	679
2020 Q4	$2K	Buy	+82	New	+$2.11K	﹤0.01%	565

Other funds holding SCHO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's SCHO Position: Q2 2025 in Review

Concord Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 120 shares — an estimated $2.92K sold.

Concord Wealth Partners first reported a position in SCHO in Q4 2020 and held it in 17 quarters. The position peaked at $23.3K in Q4 2023. 657 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Concord Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 120 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $2.92K.
Concord Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 17 quarters.
Concord Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $23.3K in Q4 2023.
657 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.