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Delap Wealth Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Delap Wealth Advisory’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
Q1 		– Sell
-8,706
Closed -$209K – 82
2024
Q4 		$209K Buy
+8,706
New +$211K 0.13% 73

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Delap Wealth Advisory's SCHO Position: Q1 2025 in Review

Delap Wealth Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 8,706 shares — an estimated $209K sold.

Delap Wealth Advisory first reported a position in SCHO in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Delap Wealth Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 8,706 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $209K.
  • Delap Wealth Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Schwab Short-Term US Treasury ETF position peaked at $209K in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Delap Wealth Advisory's 13F filing for Q1 2025, filed 8 May 2025.