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

Econ Financial Services’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	-69,105	Closed	-$1.66M	–	95
2024 Q4	$1.66M	Buy	69,105 +40,779	+144%	+$987K	0.95%	36
2024 Q3	$694K	Sell	28,326 -354	-1%	-$8.61K	0.39%	54
2024 Q2	$690K	Buy	28,680 +118	+0.4%	+$2.83K	0.43%	75
2024 Q1	$688K	Sell	28,562 -12,594	-31%	-$304K	0.43%	69
2023 Q4	$997K	Buy	41,156 +448	+1%	+$10.8K	0.7%	41
2023 Q3	$975K	Buy	+40,708	New	+$976K	0.71%	37

Other funds holding SCHO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Econ Financial Services's SCHO Position: Q1 2025 in Review

Econ Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 69,105 shares — an estimated $1.66M sold.

Econ Financial Services first reported a position in SCHO in Q3 2023 and held it in 6 quarters. The position peaked at $1.66M in Q4 2024. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

Econ Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Econ Financial Services sold 69,105 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $1.66M.
Econ Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 6 quarters.
Econ Financial Services's Schwab Short-Term US Treasury ETF position peaked at $1.66M in Q4 2024.
641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.