Forza Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Forza Wealth 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	-15,398	Closed	-$376K	–	189
2025 Q3	$376K	Sell	15,398 -58,418	-79%	-$1.42M	0.14%	140
2025 Q2	$1.8M	Hold	73,816	–	–	0.74%	37
2025 Q1	$1.8M	Hold	73,816	–	–	0.81%	36
2024 Q4	$1.78M	Sell	73,816 -124,068	-63%	-$3M	0.81%	35
2024 Q3	$4.85M	Sell	197,884 -2	-0%	-$49	2.22%	8
2024 Q2	$4.76M	Hold	197,886	–	–	2.46%	7
2024 Q1	$4.77M	Hold	197,886	–	–	2.48%	8
2023 Q4	$4.79M	Hold	197,886	–	–	2.65%	5
2023 Q3	$4.74M	Hold	197,886	–	–	2.44%	5
2023 Q2	$4.76M	Hold	197,886	–	–	2.39%	5
2023 Q1	$4.83M	Hold	197,886	–	–	2.49%	4
2022 Q4	$4.77M	Buy	+197,886	New	+$4.77M	3.17%	3

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

Forza Wealth Management's SCHO Position: Q4 2025 in Review

Forza Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 15,398 shares — an estimated $376K sold.

Forza Wealth Management first reported a position in SCHO in Q4 2022 and held it in 12 quarters. The position peaked at $4.85M in Q3 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Forza Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Forza Wealth Management sold 15,398 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $376K.
Forza Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 12 quarters.
Forza Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $4.85M in Q3 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.