Curran Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Curran Financial 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 Q4	–	Sell	-34,537	Closed	-$843K	–	139
2025 Q3	$843K	Sell	34,537 -55,995	-62%	-$1.36M	0.17%	74
2025 Q2	$2.21M	Sell	90,532 -168,419	-65%	-$4.09M	0.49%	45
2025 Q1	$6.3M	Buy	258,951 +28,008	+12%	+$678K	1.55%	22
2024 Q4	$5.56M	Buy	230,943 +23,633	+11%	+$572K	1.46%	25
2024 Q3	$5.08M	Buy	207,310 +14,854	+8%	+$361K	1.44%	25
2024 Q2	$4.63M	Buy	192,456 +7,504	+4%	+$180K	1.55%	23
2024 Q1	$4.46M	Buy	184,952 +3,896	+2%	+$94.1K	1.55%	23
2023 Q4	$4.38M	Buy	181,056 +7,740	+4%	+$186K	1.68%	22
2023 Q3	$4.15M	Buy	173,316 +10,250	+6%	+$246K	1.81%	20
2023 Q2	$3.92M	Buy	163,066 +25,860	+19%	+$627K	1.7%	23
2023 Q1	$3.35M	Buy	+137,206	New	+$3.32M	1.59%	25

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Curran Financial Partners's SCHO Position: Q4 2025 in Review

Curran Financial Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 34,537 shares — an estimated $843K sold.

Curran Financial Partners first reported a position in SCHO in Q1 2023 and held it in 11 quarters. The position peaked at $6.3M in Q1 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Curran Financial Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Curran Financial Partners sold 34,537 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $843K.
Curran Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 11 quarters.
Curran Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $6.3M in Q1 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Curran Financial Partners's 13F filing for Q4 2025, filed 22 Jan 2026.