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Grove Bank & Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Grove Bank & Trust’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
-5,324
Closed -$130K – 878
2025
Q3 		$130K Buy
5,324
+2,815
+112% +$68.5K 0.02% 299
2025
Q2 		$61.2K Buy
+2,509
New +$61K 0.01% 401

Other funds holding SCHO

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Grove Bank & Trust's SCHO Position: Q4 2025 in Review

Grove Bank & Trust sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 5,324 shares — an estimated $130K sold.

Grove Bank & Trust first reported a position in SCHO in Q2 2025 and held it in 2 quarters. The position peaked at $130K in Q3 2025. 684 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Grove Bank & Trust reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 5,324 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $130K.
  • Grove Bank & Trust first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Grove Bank & Trust's Schwab Short-Term US Treasury ETF position peaked at $130K in Q3 2025.
  • 684 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Grove Bank & Trust's 13F filing for Q4 2025, filed 8 Jan 2026.