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Lederer & Associates Investment Counsel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lederer & Associates Investment Counsel’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
Q4 		– Sell
-12,910
Closed -$315K – 87
2025
Q3 		$315K Sell
12,910
-4,910
-28% -$119K 0.2% 81
2025
Q2 		$434K Buy
17,820
+30
+0.2% +$729 0.29% 77
2025
Q1 		$433K Buy
17,790
+20
+0.1% +$484 0.32% 71
2024
Q4 		$428K Buy
17,770
+478
+3% +$11.6K 0.3% 76
2024
Q3 		$423K Buy
17,292
+30
+0.2% +$729 0.3% 74
2024
Q2 		$415K Buy
17,262
+30
+0.2% +$720 0.3% 74
2024
Q1 		$415K Buy
17,232
+96
+0.6% +$2.32K 0.29% 77
2023
Q4 		$415K Sell
17,136
-1,644
-9% -$39.5K 0.31% 77
2023
Q3 		$450K Sell
18,780
-3,878
-17% -$93K 0.36% 72
2023
Q2 		$544K Sell
22,658
-3,030
-12% -$73.5K 0.41% 70
2023
Q1 		$627K Sell
25,688
-968
-4% -$23.4K 0.48% 69
2022
Q4 		$643K Sell
26,656
-3,814
-13% -$92K 0.53% 66
2022
Q3 		$735K Sell
30,470
-384
-1% -$9.39K 0.62% 59
2022
Q2 		$759K Buy
30,854
+2,246
+8% +$55.4K 0.59% 65
2022
Q1 		$709K Buy
28,608
+2
+0% +$50 0.43% 71
2021
Q4 		$727K Buy
28,606
+3,132
+12% +$79.8K 0.42% 71
2021
Q3 		$652K Buy
25,474
+1,178
+5% +$30.2K 0.42% 66
2021
Q2 		$622K Buy
24,296
+15,636
+181% +$401K 0.41% 63
2021
Q1 		$222K Buy
8,660
+624
+8% +$16K 0.16% 86
2020
Q4 		$207K Buy
8,036
+6
+0.1% +$154 0.16% 86
2020
Q3 		$207K Sell
8,030
-462
-5% -$11.9K 0.17% 83
2020
Q2 		$219K Hold
8,492
– – 0.2% 77
2020
Q1 		$220K Sell
8,492
-2,510
-23% -$63.9K 0.25% 75
2019
Q4 		$278K Buy
11,002
+2,374
+28% +$60K 0.24% 81
2019
Q3 		$218K Buy
+8,628
New +$218K 0.21% 86

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 $424B AUM 22.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHO Position: Q4 2025 in Review

Lederer & Associates Investment Counsel sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 12,910 shares — an estimated $315K sold.

Lederer & Associates Investment Counsel first reported a position in SCHO in Q3 2019 and held it in 25 quarters. The position peaked at $759K in Q2 2022. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Lederer & Associates Investment Counsel reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 12,910 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $315K.
  • Lederer & Associates Investment Counsel first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 25 quarters.
  • Lederer & Associates Investment Counsel's Schwab Short-Term US Treasury ETF position peaked at $759K in Q2 2022.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Lederer & Associates Investment Counsel's 13F filing for Q4 2025, filed 26 Jan 2026.