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Main Street Financial Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Main Street Financial Solutions’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 		$608K Buy
24,935
+59
+0.2% +$1.44K 0.05% 306
2025
Q3 		$607K Buy
24,876
+1,203
+5% +$29.3K 0.04% 349
2025
Q2 		$577K Buy
23,673
+232
+1% +$5.64K 0.04% 334
2025
Q1 		$571K Sell
23,441
-764
-3% -$18.5K 0.05% 288
2024
Q4 		$582K Buy
24,205
+221
+0.9% +$5.35K 0.06% 257
2024
Q3 		$587K Sell
23,984
-3,862
-14% -$93.9K 0.05% 284
2024
Q2 		$670K Sell
27,846
-78
-0.3% -$1.87K 0.06% 267
2024
Q1 		$673K Buy
27,924
+4,330
+18% +$105K 0.07% 255
2023
Q4 		$572K Sell
23,594
-4,068
-15% -$97.7K 0.07% 241
2023
Q3 		$662K Sell
27,662
-186
-0.7% -$4.46K 0.09% 204
2023
Q2 		$669K Buy
27,848
+208
+0.8% +$5.04K 0.09% 212
2023
Q1 		$674K Sell
27,640
-6
-0% -$145 0.1% 201
2022
Q4 		$667K Buy
27,646
+82
+0.3% +$1.98K 0.11% 200
2022
Q3 		$665K Sell
27,564
-636
-2% -$15.6K 0.11% 186
2022
Q2 		$694K Buy
28,200
+38
+0.1% +$937 0.09% 194
2022
Q1 		$698K Sell
28,162
-1,988
-7% -$49.9K 0.1% 195
2021
Q4 		$767K Sell
30,150
-530
-2% -$13.5K 0.11% 188
2021
Q3 		$785K Buy
30,680
+5,058
+20% +$130K 0.12% 163
2021
Q2 		$656K Buy
25,622
+20
+0.1% +$513 0.11% 193
2021
Q1 		$657K Sell
25,602
-1,152
-4% -$29.6K 0.12% 177
2020
Q4 		$687K Buy
+26,754
New +$688K 0.14% 157

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 $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 $59.8B AUM 29.42% 1-Year Est. Return

Main Street Financial Solutions's SCHO Position: Q4 2025 in Review

Main Street Financial Solutions increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.24% in Q4 2025, buying an estimated $1.44K and bringing the position to 24,935 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #306.

Main Street Financial Solutions first reported a position in SCHO in Q4 2020 and has held it in 21 quarters since. The position peaked at $785K in Q3 2021. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Main Street Financial Solutions held 24,935 shares of Schwab Short-Term US Treasury ETF worth $608K as of Q4 2025.
  • Main Street Financial Solutions bought 59 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $1.44K.
  • Schwab Short-Term US Treasury ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q4 2025, its #306 holding.
  • Main Street Financial Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Schwab Short-Term US Treasury ETF position peaked at $785K in Q3 2021.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.