LCM
SCHO icon

Logan Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Logan Capital 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
Q2 		– Sell
-4,997
Closed -$122K – 555
2025
Q1 		$122K Sell
4,997
-4,417
-47% -$107K 0.01% 300
2024
Q4 		$227K Hold
9,414
– – 0.01% 279
2024
Q3 		$231K Buy
9,414
+700
+8% +$17K 0.01% 283
2024
Q2 		$210K Hold
8,714
– – 0.01% 284
2024
Q1 		$210K Buy
8,714
+504
+6% +$12.2K 0.01% 285
2023
Q4 		$199K Sell
8,210
-248
-3% -$5.96K 0.01% 291
2023
Q3 		$203K Buy
8,458
+196
+2% +$4.7K 0.01% 277
2023
Q2 		$199K Hold
8,262
– – 0.01% 278
2023
Q1 		$202K Buy
8,262
+610
+8% +$14.8K 0.01% 285
2022
Q4 		$185K Hold
7,652
– – 0.01% 291
2022
Q3 		$185K Hold
7,652
– – 0.01% 275
2022
Q2 		$188K Sell
7,652
-1,178
-13% -$29K 0.01% 282
2022
Q1 		$219K Buy
8,830
+2,184
+33% +$54.8K 0.01% 280
2021
Q4 		$169K Hold
6,646
– – 0.01% 300
2021
Q3 		$170K Hold
6,646
– – 0.01% 299
2021
Q2 		$170K Hold
6,646
– – 0.01% 294
2021
Q1 		$170K Buy
+6,646
New +$171K 0.01% 288

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Logan Capital Management's SCHO Position: Q2 2025 in Review

Logan Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 4,997 shares — an estimated $122K sold.

Logan Capital Management first reported a position in SCHO in Q1 2021 and held it in 17 quarters. The position peaked at $231K in Q3 2024. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Logan Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Logan Capital Management sold 4,997 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $122K.
  • Logan Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 17 quarters.
  • Logan Capital Management's Schwab Short-Term US Treasury ETF position peaked at $231K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.