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Financial Life Planners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Life Planners’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
Q1 		– Sell
-29
Closed -$693 – 319
2024
Q4 		$693 Buy
+29
New +$702 ﹤0.01% 357

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Life Planners's SCHO Position: Q1 2025 in Review

Financial Life Planners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 29 shares — an estimated $693 sold.

Financial Life Planners first reported a position in SCHO in Q4 2024 and held it in 1 quarter. The position peaked at $693 in Q4 2024. 643 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Financial Life Planners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 29 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $693.
  • Financial Life Planners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's Schwab Short-Term US Treasury ETF position peaked at $693 in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.