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Foster & Motley’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Foster & Motley’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
-9,353
Closed -$228K – 402
2025
Q3 		$228K Buy
9,353
+551
+6% +$13.4K 0.01% 380
2025
Q2 		$215K Sell
8,802
-951
-10% -$23.1K 0.01% 379
2025
Q1 		$237K Sell
9,753
-2,901
-23% -$70.2K 0.01% 357
2024
Q4 		$304K Buy
12,654
+1,938
+18% +$46.9K 0.02% 332
2024
Q3 		$262K Buy
10,716
+1,528
+17% +$37.1K 0.02% 351
2024
Q2 		$221K Buy
9,188
+140
+2% +$3.36K 0.02% 366
2024
Q1 		$218K Sell
9,048
-6
-0.1% -$145 0.02% 381
2023
Q4 		$219K Buy
+9,054
New +$217K 0.02% 374
2023
Q2 		– Sell
-11,596
Closed -$283K – 401
2023
Q1 		$283K Buy
11,596
+250
+2% +$6.05K 0.02% 334
2022
Q4 		$274K Buy
11,346
+414
+4% +$9.98K 0.02% 335
2022
Q3 		$264K Buy
10,932
+814
+8% +$19.9K 0.03% 319
2022
Q2 		$249K Buy
+10,118
New +$249K 0.02% 323

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 $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $59.8B AUM 29.42% 1-Year Est. Return

Foster & Motley's SCHO Position: Q4 2025 in Review

Foster & Motley sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 9,353 shares — an estimated $228K sold.

Foster & Motley first reported a position in SCHO in Q2 2022 and held it in 12 quarters. The position peaked at $304K in Q4 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Foster & Motley reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Foster & Motley sold 9,353 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $228K.
  • Foster & Motley first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 12 quarters.
  • Foster & Motley's Schwab Short-Term US Treasury ETF position peaked at $304K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Foster & Motley's 13F filing for Q4 2025, filed 15 Jan 2026.