GJIA
SCHO icon

Glass Jacobson Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-1,604
Closed -$38.6K – 791
2025
Q1 		$38.6K Hold
1,604
– – 0.01% 413
2024
Q4 		$38.6K Hold
1,604
– – 0.01% 413
2024
Q3 		$39.3K Hold
1,604
– – 0.01% 395
2024
Q2 		$38.6K Hold
1,604
– – 0.01% 381
2024
Q1 		$38.7K Hold
1,604
– – 0.01% 385
2023
Q4 		$38.9K Hold
1,604
– – 0.02% 354
2023
Q3 		$38.4K Hold
1,604
– – 0.02% 347
2023
Q2 		$38.5K Buy
+1,604
New +$38.9K 0.02% 354
2022
Q4 		$38.7K Buy
+1,604
New +$38.7K 0.02% 363

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 1,604 shares — an estimated $38.6K sold.

Glass Jacobson Investment Advisors first reported a position in SCHO in Q4 2022 and held it in 9 quarters. The position peaked at $39.3K in Q3 2024. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,604 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $38.6K.
  • Glass Jacobson Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $39.3K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.