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

Financial Gravity Companies’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	$5.05K	Buy	+207	New	+$5.03K	﹤0.01%	680
2024 Q4	$4.43K	Hold	184	–	–	﹤0.01%	687
2024 Q3	$4.51K	Buy	+184	New	+$4.47K	﹤0.01%	436
2018 Q4	$2.15M	Buy	+86,126	New	+$2.14M	1.95%	6
2018 Q1	$1.9M	Buy	76,488 +14,300	+23%	+$356K	1.94%	8
2017 Q4	$1.55M	Buy	+62,188	New	+$1.56M	1.78%	8

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

Financial Gravity Companies's SCHO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025: 207 shares worth $5.05K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHO as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHO in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2018. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Financial Gravity Companies held 207 shares of Schwab Short-Term US Treasury ETF worth $5.05K as of Q2 2025.
Schwab Short-Term US Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #680 holding.
Financial Gravity Companies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Schwab Short-Term US Treasury ETF position peaked at $2.15M in Q4 2018.
656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.