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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Litman Gregory Wealth Management's SCHO Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2025 at 12,875 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #120.

Litman Gregory Wealth Management first reported a position in SCHO in Q1 2024 and has held it in 8 quarters since. The position peaked at $327K in Q2 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Litman Gregory Wealth Management held 12,875 shares of Schwab Short-Term US Treasury ETF worth $314K as of Q4 2025.
Litman Gregory Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2025.
Schwab Short-Term US Treasury ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #120 holding.
Litman Gregory Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 8 quarters since.
Litman Gregory Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $327K in Q2 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.