Financial Gravity Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-14	Closed	-$342	–	902
2025 Q3	$342	Buy	+14	New	+$341	﹤0.01%	867
2025 Q1	$4.75K	Buy	+195	New	+$4.72K	﹤0.01%	726
2024 Q2	$3.61K	Sell	150 -638	-81%	-$15.3K	﹤0.01%	658
2024 Q1	$19K	Sell	788 -806	-51%	-$19.5K	0.01%	386
2023 Q4	$38.6K	Buy	+1,594	New	+$38.3K	0.01%	290
2021 Q3	$51K	Sell	1,556 -6	-0.4%	-$154	0.02%	565
2021 Q2	$51K	Buy	+1,562	New	+$40.1K	0.02%	565
2020 Q4	$49K	Buy	+1,918	New	+$49.3K	0.04%	86
2019 Q4	$50K	Sell	16,694 -8,566	-34%	-$216K	0.03%	652
2019 Q3	$639K	Sell	25,260 -3,534	-12%	-$89.3K	0.55%	39
2019 Q2	$728K	Sell	28,794 -6,426	-18%	-$161K	0.6%	44
2019 Q1	$881K	Buy	+35,220	New	+$880K	0.71%	36
2018 Q3	$2.15M	Buy	86,726 +3,866	+5%	+$96K	2.25%	7
2018 Q2	$2.06M	Buy	82,860 +6,372	+8%	+$158K	1.93%	8
2018 Q1	$1.9M	Buy	+76,488	New	+$1.91M	1.94%	8

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

Financial Gravity Asset Management's SCHO Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 14 shares — an estimated $342 sold.

Financial Gravity Asset Management first reported a position in SCHO in Q1 2018 and held it in 15 quarters. The position peaked at $2.15M in Q3 2018. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Financial Gravity Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 14 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $342.
Financial Gravity Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 15 quarters.
Financial Gravity Asset Management's Schwab Short-Term US Treasury ETF position peaked at $2.15M in Q3 2018.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.