HI
SCHO icon

Hendershot Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hendershot Investments’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
Q1 		– Sell
-1,270
Closed -$30.6K – 133
2024
Q4 		$30.6K Buy
1,270
+380
+43% +$9.2K ﹤0.01% 131
2024
Q3 		$21.8K Hold
890
– – ﹤0.01% 130
2024
Q2 		$21.4K Hold
890
– – ﹤0.01% 131
2024
Q1 		$21.5K Sell
890
-340
-28% -$8.21K ﹤0.01% 131
2023
Q4 		$29.8K Hold
1,230
– – ﹤0.01% 131
2023
Q3 		$29.5K Sell
1,230
-462
-27% -$11.1K ﹤0.01% 134
2023
Q2 		$40.7K Hold
1,692
– – 0.01% 141
2023
Q1 		$41.3K Hold
1,692
– – 0.01% 143
2022
Q4 		$40.8K Sell
1,692
-1,402
-45% -$33.8K 0.01% 142
2022
Q3 		$75K Hold
3,094
– – 0.01% 138
2022
Q2 		$76K Sell
3,094
-18,630
-86% -$459K 0.01% 138
2022
Q1 		$538K Buy
21,724
+142
+0.7% +$3.57K 0.08% 99
2021
Q4 		$549K Buy
21,582
+18,660
+639% +$476K 0.08% 99
2021
Q3 		$75K Buy
2,922
+350
+14% +$8.97K 0.01% 100
2021
Q2 		$66K Buy
2,572
+162
+7% +$4.15K 0.01% 92
2021
Q1 		$62K Sell
2,410
-13,880
-85% -$356K 0.01% 88
2020
Q4 		$419K Buy
16,290
+1,320
+9% +$33.9K 0.11% 59
2020
Q3 		$385K Buy
+14,970
New +$386K 0.11% 57

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hendershot Investments's SCHO Position: Q1 2025 in Review

Hendershot Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 1,270 shares — an estimated $30.6K sold.

Hendershot Investments first reported a position in SCHO in Q3 2020 and held it in 18 quarters. The position peaked at $549K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Hendershot Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Hendershot Investments sold 1,270 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $30.6K.
  • Hendershot Investments first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 18 quarters.
  • Hendershot Investments's Schwab Short-Term US Treasury ETF position peaked at $549K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Hendershot Investments's 13F filing for Q1 2025, filed 6 May 2025.