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

Dunhill Financial’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
-14
Closed -$129 – 1115
2025
Q1 		$129 Buy
+14
New +$339 ﹤0.01% 900

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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
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

Dunhill Financial's SCHO Position: Q2 2025 in Review

Dunhill Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 14 shares — an estimated $129 sold.

Dunhill Financial first reported a position in SCHO in Q1 2025 and held it in 1 quarter. The position peaked at $129 in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Dunhill Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Dunhill Financial sold 14 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $129.
  • Dunhill Financial first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Dunhill Financial's Schwab Short-Term US Treasury ETF position peaked at $129 in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Dunhill Financial's 13F filing for Q2 2025, filed 5 Aug 2025.