Congress Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Congress Wealth 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 Q2	$1.02M	Buy	42,027 +3,814	+10%	+$92.7K	0.01%	699
2025 Q1	$930K	Sell	38,213 -3,673	-9%	-$88.9K	0.01%	648
2024 Q4	$1.01M	Buy	41,886 +1,836	+5%	+$44.5K	0.01%	518
2024 Q3	$981K	Buy	40,050 +306	+0.8%	+$7.44K	0.01%	524
2024 Q2	$957K	Buy	39,744 +438	+1%	+$10.5K	0.02%	433
2024 Q1	$948K	Sell	39,306 -2,522	-6%	-$60.9K	0.02%	380
2023 Q4	$1.01M	Sell	41,828 -4,590	-10%	-$110K	0.02%	390
2023 Q3	$1.11M	Sell	46,418 -7,298	-14%	-$175K	0.02%	359
2023 Q2	$1.29M	Sell	53,716 -962	-2%	-$23.3K	0.03%	313
2023 Q1	$1.33M	Sell	54,678 -86	-0.2%	-$2.08K	0.03%	315
2022 Q4	$1.32M	Buy	54,764 +2,516	+5%	+$60.7K	0.03%	309
2022 Q3	$1.26M	Sell	52,248 -2,716	-5%	-$66.4K	0.03%	313
2022 Q2	$1.35M	Buy	54,964 +3,292	+6%	+$81.2K	0.03%	312
2022 Q1	$1.28M	Sell	51,672 -20,254	-28%	-$509K	0.03%	324
2021 Q4	$1.83M	Buy	+71,926	New	+$1.83M	0.04%	316

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

Congress Wealth Management's SCHO Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 10% in Q2 2025, buying an estimated $92.7K and bringing the position to 42,027 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #699.

Congress Wealth Management first reported a position in SCHO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2021. 657 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Congress Wealth Management held 42,027 shares of Schwab Short-Term US Treasury ETF worth $1.02M as of Q2 2025.
Congress Wealth Management bought 3,814 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $92.7K.
Schwab Short-Term US Treasury ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #699 holding.
Congress Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.83M in Q4 2021.
657 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.