Herold Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Herold 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 Q3	–	Sell	-101,034	Closed	-$2.46M	–	304
2025 Q2	$2.46M	Buy	101,034 +3,231	+3%	+$78.5K	0.52%	56
2025 Q1	$2.38M	Buy	97,803 +4,584	+5%	+$111K	0.52%	55
2024 Q4	$2.24M	Buy	93,219 +11,439	+14%	+$277K	0.49%	55
2024 Q3	$2M	Buy	81,780 +4,320	+6%	+$105K	0.43%	60
2024 Q2	$1.86M	Sell	77,460 -3,266	-4%	-$78.3K	0.43%	62
2024 Q1	$1.95M	Buy	80,726 +3,688	+5%	+$89.1K	0.47%	58
2023 Q4	$1.87M	Buy	77,038 +67,388	+698%	+$1.62M	0.52%	61
2023 Q3	$231K	Hold	9,650	–	–	0.07%	220
2023 Q2	$232K	Buy	+9,650	New	+$234K	0.07%	219

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Herold Advisors's SCHO Position: Q3 2025 in Review

Herold Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 101,034 shares — an estimated $2.46M sold.

Herold Advisors first reported a position in SCHO in Q2 2023 and held it in 9 quarters. The position peaked at $2.46M in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Herold Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Herold Advisors sold 101,034 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $2.46M.
Herold Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 9 quarters.
Herold Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.46M in Q2 2025.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.