First Interstate Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Interstate Bank’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	-23,658	Closed	-$577K	–	207
2025 Q3	$577K	Sell	23,658 -25,734	-52%	-$626K	0.03%	130
2025 Q2	$1.2M	Hold	49,392	–	–	0.07%	81
2025 Q1	$1.2M	Hold	49,392	–	–	0.07%	78
2024 Q4	$1.19M	Hold	49,392	–	–	0.07%	83
2024 Q3	$1.21M	Sell	49,392 -2,252	-4%	-$54.7K	0.07%	83
2024 Q2	$1.24M	Hold	51,644	–	–	0.08%	83
2024 Q1	$1.24M	Hold	51,644	–	–	0.09%	81
2023 Q4	$1.25M	Hold	51,644	–	–	0.09%	74
2023 Q3	$1.24M	Sell	51,644 -5,200	-9%	-$125K	0.11%	76
2023 Q2	$1.37M	Buy	+56,844	New	+$1.38M	0.11%	72

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

First Interstate Bank's SCHO Position: Q4 2025 in Review

First Interstate Bank sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 23,658 shares — an estimated $577K sold.

First Interstate Bank first reported a position in SCHO in Q2 2023 and held it in 10 quarters. The position peaked at $1.37M in Q2 2023. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

First Interstate Bank reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
First Interstate Bank sold 23,658 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $577K.
First Interstate Bank first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 10 quarters.
First Interstate Bank's Schwab Short-Term US Treasury ETF position peaked at $1.37M in Q2 2023.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on First Interstate Bank's 13F filing for Q4 2025, filed 29 Jan 2026.