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

Crowley 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
Q4 		– Sell
-300
Closed -$7.32K – 286
2025
Q3 		$7.32K Hold
300
– – 0.01% 309
2025
Q2 		$7.31K Hold
300
– – 0.01% 292
2025
Q1 		$7.3K Hold
300
– – 0.01% 291
2024
Q4 		$7.22K Buy
+300
New +$7.26K 0.01% 291

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crowley Wealth Management's SCHO Position: Q4 2025 in Review

Crowley Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 300 shares — an estimated $7.32K sold.

Crowley Wealth Management first reported a position in SCHO in Q4 2024 and held it in 4 quarters. The position peaked at $7.32K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Crowley Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $7.32K.
  • Crowley Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $7.32K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.