IRON Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,004
Closed -$365K 130
2025
Q1
$365K Sell
15,004
-3,411
-19% -$82.6K 0.2% 69
2024
Q4
$443K Sell
18,415
-2,533
-12% -$61.3K 0.25% 62
2024
Q3
$513K Sell
20,948
-2,166
-9% -$52.6K 0.28% 57
2024
Q2
$556K Sell
23,114
-1,882
-8% -$45.1K 0.31% 58
2024
Q1
$603K Sell
24,996
-1,938
-7% -$46.8K 0.34% 57
2023
Q4
$652K Buy
+26,934
New +$647K 0.37% 49

Other funds holding SCHO

IRON Financial's SCHO Position: Q2 2025 in Review

IRON Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 15,004 shares — an estimated $365K sold.

IRON Financial first reported a position in SCHO in Q4 2023 and held it in 6 quarters. The position peaked at $652K in Q4 2023. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • IRON Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • IRON Financial sold 15,004 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $365K.
  • IRON Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 6 quarters.
  • IRON Financial's Schwab Short-Term US Treasury ETF position peaked at $652K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on IRON Financial's 13F filing for Q2 2025, filed 25 Jul 2025.