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

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 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

Gateway Wealth Partners's SCHO Position: Q4 2025 in Review

Gateway Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 29,875 shares — an estimated $729K sold.

Gateway Wealth Partners first reported a position in SCHO in Q3 2023 and held it in 8 quarters. The position peaked at $1.3M in Q2 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Gateway Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Gateway Wealth Partners sold 29,875 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $729K.
Gateway Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 8 quarters.
Gateway Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $1.3M in Q2 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Gateway Wealth Partners's 13F filing for Q4 2025, filed 11 Feb 2026.