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Cooper Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cooper Financial Group’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
-9,046
Closed -$220K – 401
2025
Q1 		$220K Buy
+9,046
New +$219K 0.03% 353

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SEI Investments
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cooper Financial Group's SCHO Position: Q2 2025 in Review

Cooper Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 9,046 shares — an estimated $220K sold.

Cooper Financial Group first reported a position in SCHO in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Cooper Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Cooper Financial Group sold 9,046 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $220K.
  • Cooper Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Cooper Financial Group's Schwab Short-Term US Treasury ETF position peaked at $220K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.