First Merchants Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Merchants Corp’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	-12,800	Closed	-$308K	–	401
2024 Q4	$308K	Buy	+12,800	New	+$310K	0.01%	335
2023 Q1	–	Sell	-13,590	Closed	-$328K	–	225
2022 Q4	$328K	Sell	13,590 -9,772	-42%	-$236K	0.03%	190
2022 Q3	$563K	Sell	23,362 -30,820	-57%	-$754K	0.06%	178
2022 Q2	$1.33M	Buy	54,182 +14,994	+38%	+$370K	0.13%	150
2022 Q1	$971K	Sell	39,188 -1,210	-3%	-$30.4K	0.08%	168
2021 Q4	$1.03M	Sell	40,398 -11,392	-22%	-$290K	0.08%	169
2021 Q3	$1.32M	Sell	51,790 -13,380	-21%	-$343K	0.08%	161
2021 Q2	$1.67M	Sell	65,170 -3,126	-5%	-$80.2K	0.11%	149
2021 Q1	$1.75M	Sell	68,296 -20,224	-23%	-$519K	0.12%	146
2020 Q4	$2.27M	Sell	88,520 -7,228	-8%	-$186K	0.16%	128
2020 Q3	$2.46M	Sell	95,748 -3,104	-3%	-$80K	0.19%	116
2020 Q2	$2.55M	Buy	98,852 +19,656	+25%	+$508K	0.22%	105
2020 Q1	$2.05M	Buy	+79,196	New	+$2.02M	0.27%	110

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Merchants Corp's SCHO Position: Q1 2025 in Review

First Merchants Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 12,800 shares — an estimated $308K sold.

First Merchants Corp first reported a position in SCHO in Q1 2020 and held it in 13 quarters. The position peaked at $2.55M in Q2 2020. 642 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

First Merchants Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
First Merchants Corp sold 12,800 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $308K.
First Merchants Corp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 13 quarters.
First Merchants Corp's Schwab Short-Term US Treasury ETF position peaked at $2.55M in Q2 2020.
642 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on First Merchants Corp's 13F filing for Q1 2025, filed 24 Apr 2025.