Global Assets Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,938
Closed -$339K 282
2025
Q1
$339K Buy
+13,938
New +$337K 0.06% 201
2024
Q2
Sell
-67,048
Closed -$699K 415
2024
Q1
$699K Buy
+67,048
New +$1.62M 0.03% 286

Other funds holding SCHO

Global Assets Advisory's SCHO Position: Q2 2025 in Review

Global Assets Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 13,938 shares — an estimated $339K sold.

Global Assets Advisory first reported a position in SCHO in Q1 2024 and held it in 2 quarters. The position peaked at $699K in Q1 2024. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Global Assets Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Global Assets Advisory sold 13,938 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $339K.
  • Global Assets Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's Schwab Short-Term US Treasury ETF position peaked at $699K in Q1 2024.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Global Assets Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.