Financial Counselors Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Counselors Inc’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	–	Sell	-1,200,638	Closed	-$29.2M	–	427
2025 Q1	$29.2M	Buy	1,200,638 +47,555	+4%	+$1.15M	0.44%	61
2024 Q4	$27.7M	Buy	1,153,083 +96,757	+9%	+$2.34M	0.41%	62
2024 Q3	$25.9M	Sell	1,056,326 -407,286	-28%	-$9.9M	0.38%	70
2024 Q2	$35.2M	Sell	1,463,612 -262,286	-15%	-$6.29M	0.57%	51
2024 Q1	$41.6M	Buy	1,725,898 +717,338	+71%	+$17.3M	0.7%	41
2023 Q4	$24.4M	Buy	1,008,560 +81,582	+9%	+$1.96M	0.44%	65
2023 Q3	$22.2M	Buy	+926,978	New	+$22.2M	0.44%	67

Other funds holding SCHO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Counselors Inc's SCHO Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 1,200,638 shares — an estimated $29.2M sold.

Financial Counselors Inc first reported a position in SCHO in Q3 2023 and held it in 7 quarters. The position peaked at $41.6M in Q1 2024. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Financial Counselors Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 1,200,638 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $29.2M.
Financial Counselors Inc first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's Schwab Short-Term US Treasury ETF position peaked at $41.6M in Q1 2024.
655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.