LGWM
SCHO icon

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

Litman Gregory 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
Q4 		$314K Hold
12,875
– – 0.02% 120
2025
Q3 		$314K Sell
12,875
-540
-4% -$13.1K 0.02% 121
2025
Q2 		$327K Buy
13,415
+200
+2% +$4.86K 0.03% 113
2025
Q1 		$322K Buy
13,215
+3,210
+32% +$77.7K 0.03% 111
2024
Q4 		$241K Sell
10,005
-35
-0.3% -$848 0.02% 121
2024
Q3 		$246K Sell
10,040
-160
-2% -$3.89K 0.02% 125
2024
Q2 		$245K Buy
10,200
+560
+6% +$13.4K 0.02% 121
2024
Q1 		$232K Buy
+9,640
New +$233K 0.02% 119

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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return