Diligent Investors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-410,300
| Closed | -$10M | – | 349 |
|
|
2025
Q2 | $10M | Buy |
410,300
+401,231
| +4,424% | +$9.75M | 2.37% | 5 |
|
|
2025
Q1 | $221K | Buy |
9,069
+25
| +0.3% | +$605 | 0.05% | 333 |
|
|
2024
Q4 | $218K | Buy |
9,044
+320
| +4% | +$7.75K | 0.05% | 340 |
|
|
2024
Q3 | $214K | Sell |
8,724
-364
| -4% | -$8.85K | 0.05% | 329 |
|
|
2024
Q2 | $219K | Sell |
9,088
-2,266
| -20% | -$54.3K | 0.05% | 301 |
|
|
2024
Q1 | $274K | Sell |
11,354
-382
| -3% | -$9.22K | 0.07% | 268 |
|
|
2023
Q4 | $284K | Sell |
11,736
-1,570
| -12% | -$37.7K | 0.08% | 247 |
|
|
2023
Q3 | $319K | Sell |
13,306
-4,304
| -24% | -$103K | 0.1% | 218 |
|
|
2023
Q2 | $423K | Sell |
17,610
-1,476
| -8% | -$35.8K | 0.13% | 176 |
|
|
2023
Q1 | $466K | Sell |
19,086
-2,298
| -11% | -$55.6K | 0.14% | 159 |
|
|
2022
Q4 | $516K | Sell |
21,384
-216
| -1% | -$5.21K | 0.17% | 143 |
|
|
2022
Q3 | $521K | Sell |
21,600
-1,232
| -5% | -$30.1K | 0.19% | 128 |
|
|
2022
Q2 | $562K | Sell |
22,832
-2,228
| -9% | -$54.9K | 0.19% | 127 |
|
|
2022
Q1 | $621K | Buy |
25,060
+2,104
| +9% | +$52.8K | 0.18% | 136 |
|
|
2021
Q4 | $584K | Buy |
22,956
+1,652
| +8% | +$42.1K | 0.16% | 131 |
|
|
2021
Q3 | $546K | Hold |
21,304
| – | – | 0.19% | 119 |
|
|
2021
Q2 | $546K | Buy |
21,304
+4
| +0% | +$103 | 0.19% | 119 |
|
|
2021
Q1 | $546K | Buy |
21,300
+1,614
| +8% | +$41.4K | 0.2% | 120 |
|
|
2020
Q4 | $506K | Buy |
19,686
+192
| +1% | +$4.94K | 0.2% | 115 |
|
|
2020
Q3 | $502K | Sell |
19,494
-700
| -3% | -$18K | 0.23% | 99 |
|
|
2020
Q2 | $521K | Buy |
20,194
+246
| +1% | +$6.35K | 0.26% | 91 |
|
|
2020
Q1 | $516K | Sell |
19,948
-52
| -0.3% | -$1.32K | 0.31% | 78 |
|
|
2019
Q4 | $505K | Sell |
20,000
-15,432
| -44% | -$390K | 0.23% | 93 |
|
|
2019
Q3 | $896K | Sell |
35,432
-2,404
| -6% | -$60.8K | 0.44% | 60 |
|
|
2019
Q2 | $957K | Sell |
37,836
-30,502
| -45% | -$766K | 0.48% | 53 |
|
|
2019
Q1 | $1.72M | Sell |
68,338
-1,326
| -2% | -$33.1K | 0.98% | 31 |
|
|
2018
Q4 | $1.74M | Sell |
69,664
-7,316
| -10% | -$181K | 1.14% | 24 |
|
|
2018
Q3 | $1.91M | Buy |
76,980
+5,502
| +8% | +$137K | 1.05% | 26 |
|
|
2018
Q2 | $1.78M | Buy |
71,478
+1,998
| +3% | +$49.6K | 1.08% | 23 |
|
|
2018
Q1 | $1.73M | Buy |
69,480
+58,184
| +515% | +$1.45M | 1.04% | 25 |
|
|
2017
Q4 | $283K | Buy |
+11,296
| New | +$284K | 0.18% | 149 |
|
|
2017
Q3 | – | Sell |
-46,698
| Closed | -$1.18M | – | 192 |
|
|
2017
Q2 | $1.18M | Sell |
46,698
-49,166
| -51% | -$1.24M | 0.83% | 34 |
|
|
2017
Q1 | $2.42M | Buy |
95,864
+4,460
| +5% | +$112K | 1.85% | 11 |
|
|
2016
Q4 | $2.3M | Buy |
91,404
+6,944
| +8% | +$176K | 1.83% | 11 |
|
|
2016
Q3 | $2.15M | Buy |
+84,460
| New | +$2.15M | 1.74% | 13 |
|
Other funds holding SCHO
MFT
Diligent Investors's SCHO Position: Q3 2025 in Review
Diligent Investors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 410,300 shares — an estimated $10M sold.
Diligent Investors first reported a position in SCHO in Q3 2016 and held it in 35 quarters. The position peaked at $10M in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.
- Diligent Investors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
- Diligent Investors sold 410,300 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $10M.
- Diligent Investors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2016 and held it in 35 quarters.
- Diligent Investors's Schwab Short-Term US Treasury ETF position peaked at $10M in Q2 2025.
- 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.
Based on Diligent Investors's 13F filing for Q3 2025, filed 14 Nov 2025.