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

Exchange 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 Q2	$260K	Sell	10,651 -176	-2%	-$4.28K	0.04%	195
2025 Q1	$264K	Sell	10,827 -958	-8%	-$23.2K	0.04%	194
2024 Q4	$284K	Sell	11,785 -33	-0.3%	-$799	0.05%	194
2024 Q3	$289K	Hold	11,818	–	–	0.05%	176
2024 Q2	$284K	Buy	11,818 +416	+4%	+$9.98K	0.05%	177
2024 Q1	$275K	Hold	11,402	–	–	0.04%	175
2023 Q4	$276K	Buy	11,402 +2	+0%	+$48	0.05%	169
2023 Q3	$273K	Hold	11,400	–	–	0.05%	163
2023 Q2	$274K	Buy	11,400 +4	+0%	+$97	0.05%	160
2023 Q1	$278K	Buy	11,396 +2	+0%	+$48	0.06%	155
2022 Q4	$275K	Hold	11,394	–	–	0.06%	147
2022 Q3	$275K	Sell	11,394 -608	-5%	-$14.9K	0.06%	148
2022 Q2	$295K	Sell	12,002 -660	-5%	-$16.3K	0.06%	148
2022 Q1	$314K	Sell	12,662 -54	-0.4%	-$1.36K	0.06%	149
2021 Q4	$323K	Sell	12,716 -18	-0.1%	-$459	0.06%	152
2021 Q3	$326K	Sell	12,734 -140	-1%	-$3.59K	0.06%	149
2021 Q2	$330K	Sell	12,874 -22	-0.2%	-$564	0.06%	146
2021 Q1	$331K	Sell	12,896 -8	-0.1%	-$205	0.07%	147
2020 Q4	$332K	Sell	12,904 -178	-1%	-$4.58K	0.07%	141
2020 Q3	$337K	Sell	13,082 -386	-3%	-$9.95K	0.09%	143
2020 Q2	$348K	Sell	13,468 -164	-1%	-$4.24K	0.1%	140
2020 Q1	$353K	Sell	13,632 -1,262	-8%	-$32.1K	0.12%	129
2019 Q4	$376K	Sell	14,894 -2,916	-16%	-$73.7K	0.1%	132
2019 Q3	$451K	Sell	17,810 -222	-1%	-$5.61K	0.12%	121
2019 Q2	$456K	Sell	18,032 -336	-2%	-$8.44K	0.12%	114
2019 Q1	$461K	Buy	18,368 +94	+0.5%	+$2.35K	0.13%	117
2018 Q4	$456K	Buy	18,274 +762	+4%	+$18.9K	0.15%	113
2018 Q3	$434K	Buy	17,512 +11,694	+201%	+$290K	0.13%	117
2018 Q2	$145K	Buy	5,818 +474	+9%	+$11.8K	0.04%	134
2018 Q1	$133K	Buy	5,344 +2,124	+66%	+$52.9K	0.04%	129
2017 Q4	$81K	Sell	3,220 -494	-13%	-$12.4K	0.03%	139
2017 Q3	$94K	Buy	3,714 +1,616	+77%	+$40.8K	0.03%	132
2017 Q2	$53K	Buy	+2,098	New	+$52.9K	0.02%	131

Other funds holding SCHO

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exchange Capital Management's SCHO Position: Q2 2025 in Review

Exchange Capital Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.6% in Q2 2025, selling an estimated $4.28K and leaving 10,651 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #195.

Exchange Capital Management first reported a position in SCHO in Q2 2017 and has held it in 33 quarters since. The position peaked at $461K in Q1 2019. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Exchange Capital Management held 10,651 shares of Schwab Short-Term US Treasury ETF worth $260K as of Q2 2025.
Exchange Capital Management sold 176 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $4.28K.
Schwab Short-Term US Treasury ETF made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #195 holding.
Exchange Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and has held it in 33 quarters since.
Exchange Capital Management's Schwab Short-Term US Treasury ETF position peaked at $461K in Q1 2019.
656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.