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

Maridea 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	–	Sell	-11,725	Closed	-$287K	–	450
2025 Q3	$287K	Sell	11,725 -8	-0.1%	-$195	0.04%	330
2025 Q2	$286K	Sell	11,733 -6,088	-34%	-$148K	0.07%	223
2025 Q1	$434K	Buy	17,821 +7,252	+69%	+$176K	0.14%	152
2024 Q4	$254K	Buy	+10,569	New	+$256K	0.08%	197

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Maridea Wealth Management's SCHO Position: Q4 2025 in Review

Maridea Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 11,725 shares — an estimated $287K sold.

Maridea Wealth Management first reported a position in SCHO in Q4 2024 and held it in 4 quarters. The position peaked at $434K in Q1 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Maridea Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Maridea Wealth Management sold 11,725 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $287K.
Maridea Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 4 quarters.
Maridea Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $434K in Q1 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.