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Elgethun Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Elgethun Capital Management’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
-10,478
Closed -$255K – 157
2025
Q2 		$255K Sell
10,478
-1,000
-9% -$24.3K 0.05% 113
2025
Q1 		$279K Buy
+11,478
New +$278K 0.06% 106

Other funds holding SCHO

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Elgethun Capital Management's SCHO Position: Q3 2025 in Review

Elgethun Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 10,478 shares — an estimated $255K sold.

Elgethun Capital Management first reported a position in SCHO in Q1 2025 and held it in 2 quarters. The position peaked at $279K in Q1 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Elgethun Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Elgethun Capital Management sold 10,478 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $255K.
  • Elgethun Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Elgethun Capital Management's Schwab Short-Term US Treasury ETF position peaked at $279K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Elgethun Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.