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Gateway Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gateway Wealth Partners’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
-29,875
Closed -$729K – 477
2025
Q3 		$729K Sell
29,875
-6,657
-18% -$162K 0.1% 203
2025
Q2 		$891K Buy
36,532
+10,087
+38% +$245K 0.17% 134
2025
Q1 		$644K Buy
26,445
+2,584
+11% +$62.6K 0.14% 152
2024
Q4 		$574K Sell
23,861
-21,977
-48% -$532K 0.15% 148
2024
Q3 		$1.12M Sell
45,838
-7,984
-15% -$194K 0.31% 80
2024
Q2 		$1.3M Buy
53,822
+43,848
+440% +$1.05M 0.39% 68
2024
Q1 		$240K Buy
+9,974
New +$241K 0.09% 203
2023
Q4 		– Sell
-9,306
Closed -$223K – 263
2023
Q3 		$223K Buy
+9,306
New +$223K 0.04% 234

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Envestnet Asset Management
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Stifel Financial
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Wealthfront Advisers
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return