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Medallion Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Medallion Wealth Advisors’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
-212
Closed -$5.17K – 1141
2025
Q3 		$5.17K Hold
212
– – ﹤0.01% 857
2025
Q2 		$5.15K Buy
+212
New +$5.15K ﹤0.01% 828

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

Medallion Wealth Advisors's SCHO Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 212 shares — an estimated $5.17K sold.

Medallion Wealth Advisors first reported a position in SCHO in Q2 2025 and held it in 2 quarters. The position peaked at $5.17K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 212 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $5.17K.
  • Medallion Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $5.17K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.