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

Future Financial 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	-2,143	Closed	-$52.3K	–	375
2025 Q3	$52.3K	Buy	2,143 +14	+0.7%	+$341	0.03%	250
2025 Q2	$51.9K	Buy	2,129 +14	+0.7%	+$340	0.04%	240
2025 Q1	$51.5K	Buy	2,115 +10	+0.5%	+$242	0.04%	237
2024 Q4	$50.6K	Buy	2,105 +19	+0.9%	+$460	0.04%	235
2024 Q3	$51.1K	Buy	+2,086	New	+$50.7K	0.04%	252
2024 Q2	–	Sell	-2,058	Closed	-$49.6K	–	393
2024 Q1	$49.6K	Buy	+2,058	New	+$49.7K	0.04%	263
2022 Q2	–	Sell	-1,936	Closed	-$48K	–	404
2022 Q1	$48K	Buy	1,936 +2	+0.1%	+$50	0.04%	273
2021 Q4	$49K	Buy	+1,934	New	+$49.3K	0.04%	278

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Future Financial Wealth Management's SCHO Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 2,143 shares — an estimated $52.3K sold.

Future Financial Wealth Management first reported a position in SCHO in Q4 2021 and held it in 8 quarters. The position peaked at $52.3K in Q3 2025. 684 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Future Financial Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 2,143 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $52.3K.
Future Financial Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $52.3K in Q3 2025.
684 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.