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

Edgestream 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
Q3 		– Sell
-9,285
Closed -$226K – 1036
2025
Q2 		$226K Buy
+9,285
New +$226K 0.01% 813

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Ameriprise
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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edgestream Partners's SCHO Position: Q3 2025 in Review

Edgestream Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 9,285 shares — an estimated $226K sold.

Edgestream Partners first reported a position in SCHO in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Edgestream Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 9,285 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $226K.
  • Edgestream Partners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Edgestream Partners's Schwab Short-Term US Treasury ETF position peaked at $226K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.