Horan Securities’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Horan Securities’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	$241K	Buy	+9,886	New	+$240K	0.08%	125
2023 Q3	–	Sell	-172	Closed	-$4.12K	–	543
2023 Q2	$4.12K	Buy	172 +2	+1%	+$48	﹤0.01%	500
2023 Q1	$4.15K	Buy	+170	New	+$4.12K	﹤0.01%	497
2019 Q3	–	Sell	-902	Closed	-$23K	–	285
2019 Q2	$23K	Buy	+902	New	+$22.7K	0.03%	114

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horan Securities's SCHO Position: Q2 2025 in Review

Horan Securities opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025: 9,886 shares worth $241K. The stake represents 0.08% of the portfolio and ranks #125 among its holdings. This is a return to the name: Horan Securities previously reported a position in SCHO as recently as Q2 2023.

Horan Securities first reported a position in SCHO in Q2 2019 and has held it in 4 quarters since. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Horan Securities held 9,886 shares of Schwab Short-Term US Treasury ETF worth $241K as of Q2 2025.
Schwab Short-Term US Treasury ETF was a new Horan Securities position in Q2 2025.
Schwab Short-Term US Treasury ETF made up 0.08% of Horan Securities's portfolio in Q2 2025, its #125 holding.
Horan Securities first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 4 quarters since.
656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.