Atomic Invest LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Atomic Invest LLC’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 Q4	$1.45M	Buy	+59,417	New	+$1.45M	0.81%	16

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atomic Invest LLC's SCHO Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025: 59,417 shares worth $1.45M. The stake represents 0.81% of the portfolio and ranks #16 among its holdings.

684 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Atomic Invest LLC held 59,417 shares of Schwab Short-Term US Treasury ETF worth $1.45M as of Q4 2025.
Schwab Short-Term US Treasury ETF was a new Atomic Invest LLC position in Q4 2025.
Schwab Short-Term US Treasury ETF made up 0.81% of Atomic Invest LLC's portfolio in Q4 2025, its #16 holding.
684 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.