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EWG Elevate’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

EWG Elevate’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
-29,110
Closed -$710K – 157
2025
Q2 		$710K Sell
29,110
-607
-2% -$14.7K 0.22% 82
2025
Q1 		$723K Buy
29,717
+962
+3% +$23.3K 0.27% 63
2024
Q4 		$692K Buy
28,755
+3,523
+14% +$85.3K 0.21% 85
2024
Q3 		$618K Sell
25,232
-334
-1% -$8.12K 0.25% 62
2024
Q2 		$615K Buy
25,566
+5,796
+29% +$139K 0.22% 81
2024
Q1 		$477K Buy
19,770
+542
+3% +$13.1K 0.18% 85
2023
Q4 		$466K Buy
19,228
+4,742
+33% +$114K 0.19% 70
2023
Q3 		$347K Buy
14,486
+750
+5% +$18K 0.16% 68
2023
Q2 		$330K Buy
13,736
+1,084
+9% +$26.3K 0.14% 73
2023
Q1 		$309K Buy
12,652
+2,046
+19% +$49.5K 0.13% 67
2022
Q4 		$256K Buy
10,606
+50
+0.5% +$1.21K 0.13% 65
2022
Q3 		$255K Buy
10,556
+234
+2% +$5.72K 0.14% 61
2022
Q2 		$254K Sell
10,322
-1,086
-10% -$26.8K 0.12% 66
2022
Q1 		$283K Buy
11,408
+1,106
+11% +$27.8K 0.11% 70
2021
Q4 		$262K Buy
10,302
+6
+0.1% +$153 0.13% 73
2021
Q3 		$264K Buy
10,296
+8
+0.1% +$205 0.11% 74
2021
Q2 		$263K Buy
10,288
+104
+1% +$2.67K 0.1% 70
2021
Q1 		$261K Sell
10,184
-3,862
-27% -$99.2K 0.12% 64
2020
Q4 		$361K Sell
14,046
-162
-1% -$4.17K 0.17% 60
2020
Q3 		$366K Buy
+14,208
New +$366K 0.21% 52

Other funds holding SCHO

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

EWG Elevate's SCHO Position: Q3 2025 in Review

EWG Elevate sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 29,110 shares — an estimated $710K sold.

EWG Elevate first reported a position in SCHO in Q3 2020 and held it in 20 quarters. The position peaked at $723K in Q1 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • EWG Elevate reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 29,110 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $710K.
  • EWG Elevate first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 20 quarters.
  • EWG Elevate's Schwab Short-Term US Treasury ETF position peaked at $723K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.