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IHT Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

IHT Wealth Management’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
-9,078
Closed -$221K – 1214
2025
Q2 		$221K Buy
9,078
+590
+7% +$14.3K 0.01% 1041
2025
Q1 		$207K Buy
8,488
+57
+0.7% +$1.38K 0.01% 1020
2024
Q4 		$203K Sell
8,431
-1,519
-15% -$36.8K 0.01% 1019
2024
Q3 		$244K Buy
9,950
+824
+9% +$20K 0.01% 1002
2024
Q2 		$220K Buy
9,126
+22
+0.2% +$528 0.01% 922
2024
Q1 		$219K Sell
9,104
-532
-6% -$12.8K 0.01% 907
2023
Q4 		$233K Sell
9,636
-4,448
-32% -$107K 0.01% 861
2023
Q3 		$337K Sell
14,084
-6,044
-30% -$145K 0.02% 683
2023
Q2 		$484K Buy
20,128
+1,762
+10% +$42.7K 0.03% 553
2023
Q1 		$448K Sell
18,366
-9,478
-34% -$230K 0.03% 540
2022
Q4 		$672K Buy
27,844
+10,640
+62% +$257K 0.04% 401
2022
Q3 		$415K Buy
17,204
+5,250
+44% +$128K 0.03% 513
2022
Q2 		$294K Buy
11,954
+376
+3% +$9.27K 0.03% 536
2022
Q1 		$287K Sell
11,578
-286
-2% -$7.18K 0.02% 584
2021
Q4 		$302K Sell
11,864
-4,674
-28% -$119K 0.02% 610
2021
Q3 		$423K Sell
16,538
-3,416
-17% -$87.5K 0.03% 480
2021
Q2 		$511K Buy
19,954
+5,588
+39% +$143K 0.03% 527
2021
Q1 		$369K Buy
14,366
+2,594
+22% +$66.6K 0.03% 556
2020
Q4 		$302K Buy
11,772
+3,878
+49% +$99.7K 0.03% 561
2020
Q3 		$203K Hold
7,894
– – 0.02% 602
2020
Q2 		$204K Sell
7,894
-290
-4% -$7.49K 0.03% 522
2020
Q1 		$212K Sell
8,184
-178
-2% -$4.53K 0.03% 471
2019
Q4 		$211K Hold
8,362
– – 0.03% 548
2019
Q3 		$212K Sell
8,362
-2
-0% -$51 0.03% 536
2019
Q2 		$212K Buy
8,364
+118
+1% +$2.96K 0.03% 479
2019
Q1 		$207K Hold
8,246
– – 0.03% 457
2018
Q4 		$206K Sell
8,246
-1,548
-16% -$38.4K 0.04% 421
2018
Q3 		$243K Sell
9,794
-6,680
-41% -$166K 0.05% 369
2018
Q2 		$410K Buy
+16,474
New +$409K 0.1% 235

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's SCHO Position: Q3 2025 in Review

IHT Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 9,078 shares — an estimated $221K sold.

IHT Wealth Management first reported a position in SCHO in Q2 2018 and held it in 29 quarters. The position peaked at $672K in Q4 2022. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • IHT Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 9,078 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $221K.
  • IHT Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 29 quarters.
  • IHT Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $672K in Q4 2022.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.