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Legacy Edge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Legacy Edge Advisors’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
-26,822
Closed -$654K – 211
2025
Q2 		$654K Buy
+26,822
New +$652K 0.09% 100

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

Legacy Edge Advisors's SCHO Position: Q3 2025 in Review

Legacy Edge Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 26,822 shares — an estimated $654K sold.

Legacy Edge Advisors first reported a position in SCHO in Q2 2025 and held it in 1 quarter. The position peaked at $654K in Q2 2025. 645 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Legacy Edge Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 26,822 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $654K.
  • Legacy Edge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Edge Advisors's Schwab Short-Term US Treasury ETF position peaked at $654K in Q2 2025.
  • 645 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Legacy Edge Advisors's 13F filing for Q3 2025, filed 26 Aug 2026.