Garde Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Garde Capital’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 Q3	–	Sell	-3,234	Closed	-$78.8K	–	689
2025 Q2	$78.8K	Hold	3,234	–	–	﹤0.01%	306
2025 Q1	$78.7K	Buy	+3,234	New	+$78.3K	﹤0.01%	297
2020 Q3	–	Sell	-14,222	Closed	-$367K	–	180
2020 Q2	$367K	Sell	14,222 -774	-5%	-$20K	0.05%	106
2020 Q1	$388K	Buy	14,996 +6,390	+74%	+$163K	0.07%	97
2019 Q4	$217K	Hold	8,606	–	–	0.03%	129
2019 Q3	$218K	Buy	+8,606	New	+$218K	0.03%	132

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Garde Capital's SCHO Position: Q3 2025 in Review

Garde Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 3,234 shares — an estimated $78.8K sold.

Garde Capital first reported a position in SCHO in Q3 2019 and held it in 6 quarters. The position peaked at $388K in Q1 2020. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Garde Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 3,234 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $78.8K.
Garde Capital first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 6 quarters.
Garde Capital's Schwab Short-Term US Treasury ETF position peaked at $388K in Q1 2020.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.