IEQ Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

IEQ Capital’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	–	Sell	-9,628	Closed	-$234K	–	1974
2025 Q1	$234K	Buy	+9,628	New	+$233K	﹤0.01%	1300
2024 Q4	–	Sell	-14,370	Closed	-$352K	–	1424
2024 Q3	$352K	Sell	14,370 -8,558	-37%	-$208K	﹤0.01%	870
2024 Q2	$552K	Sell	22,928 -12,394	-35%	-$297K	0.01%	618
2024 Q1	$851K	Sell	35,322 -18,902	-35%	-$456K	0.01%	498
2023 Q4	$1.31M	Sell	54,224 -7,558	-12%	-$181K	0.02%	364
2023 Q3	$1.48M	Buy	+61,782	New	+$1.48M	0.03%	312
2022 Q4	–	Sell	-67,456	Closed	-$1.63M	–	879
2022 Q3	$1.63M	Buy	67,456 +240	+0.4%	+$5.87K	0.04%	267
2022 Q2	$1.65M	Buy	67,216 +1,276	+2%	+$31.5K	0.05%	228
2022 Q1	$1.63M	Buy	+65,940	New	+$1.66M	0.04%	241

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 22.9% 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

IEQ Capital's SCHO Position: Q2 2025 in Review

IEQ Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 9,628 shares — an estimated $234K sold.

IEQ Capital first reported a position in SCHO in Q1 2022 and held it in 9 quarters. The position peaked at $1.65M in Q2 2022. 657 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

IEQ Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 9,628 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $234K.
IEQ Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 9 quarters.
IEQ Capital's Schwab Short-Term US Treasury ETF position peaked at $1.65M in Q2 2022.
657 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.