FWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return