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MB, Levis & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MB, Levis & Associates’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
-193
Closed -$4.71K – 259
2025
Q3 		$4.71K Buy
+193
New +$4.7K ﹤0.01% 181
2024
Q4 		– Sell
-170
Closed -$4.16K – 304
2024
Q3 		$4.16K Sell
170
-360
-68% -$8.75K ﹤0.01% 230
2024
Q2 		$12.8K Sell
530
-500
-49% -$12K 0.01% 179
2024
Q1 		$24.8K Sell
1,030
-400
-28% -$9.66K 0.01% 147
2023
Q4 		$34.6K Buy
+1,430
New +$34.3K 0.02% 130

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

MB, Levis & Associates's SCHO Position: Q4 2025 in Review

MB, Levis & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 193 shares — an estimated $4.71K sold.

MB, Levis & Associates first reported a position in SCHO in Q4 2023 and held it in 5 quarters. The position peaked at $34.6K in Q4 2023. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • MB, Levis & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 193 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $4.71K.
  • MB, Levis & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 5 quarters.
  • MB, Levis & Associates's Schwab Short-Term US Treasury ETF position peaked at $34.6K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on MB, Levis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.