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Meritage Portfolio Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Meritage Portfolio 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 		$4.65M Buy
190,711
+4,459
+2% +$109K 0.31% 97
2025
Q3 		$4.54M Sell
186,252
-4,865
-3% -$118K 0.3% 97
2025
Q2 		$4.66M Sell
191,117
-308
-0.2% -$7.48K 0.29% 100
2025
Q1 		$4.66M Sell
191,425
-12,802
-6% -$310K 0.31% 94
2024
Q4 		$4.91M Buy
204,227
+10,173
+5% +$246K 0.3% 89
2024
Q3 		$4.75M Sell
194,054
-4,742
-2% -$115K 0.29% 112
2024
Q2 		$4.78M Sell
198,796
-5,108
-3% -$123K 0.3% 104
2024
Q1 		$4.92M Sell
203,904
-11,010
-5% -$266K 0.31% 103
2023
Q4 		$5.21M Sell
214,914
-12,494
-5% -$300K 0.34% 91
2023
Q3 		$5.45M Buy
227,408
+3,250
+1% +$77.9K 0.4% 83
2023
Q2 		$5.39M Sell
224,158
-16,486
-7% -$400K 0.38% 91
2023
Q1 		$5.87M Sell
240,644
-20,964
-8% -$508K 0.44% 76
2022
Q4 		$6.31M Buy
261,608
+34,372
+15% +$829K 0.49% 69
2022
Q3 		$5.48M Buy
227,236
+29,762
+15% +$728K 0.45% 66
2022
Q2 		$4.86M Buy
197,474
+3,706
+2% +$91.4K 0.38% 88
2022
Q1 		$4.8M Sell
193,768
-115,472
-37% -$2.9M 0.3% 108
2021
Q4 		$7.86M Buy
309,240
+19,598
+7% +$500K 0.45% 59
2021
Q3 		$7.41M Buy
289,642
+51,770
+22% +$1.33M 0.44% 59
2021
Q2 		$6.09M Buy
237,872
+133,882
+129% +$3.43M 0.37% 77
2021
Q1 		$2.67M Buy
103,990
+42,450
+69% +$1.09M 0.18% 149
2020
Q4 		$1.58M Buy
+61,540
New +$1.58M 0.12% 182

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Meritage Portfolio Management's SCHO Position: Q4 2025 in Review

Meritage Portfolio Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.4% in Q4 2025, buying an estimated $109K and bringing the position to 190,711 shares worth $4.65M. The position accounts for 0.31% of the portfolio, ranked #97.

Meritage Portfolio Management first reported a position in SCHO in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.86M in Q4 2021. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Meritage Portfolio Management held 190,711 shares of Schwab Short-Term US Treasury ETF worth $4.65M as of Q4 2025.
  • Meritage Portfolio Management bought 4,459 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $109K.
  • Schwab Short-Term US Treasury ETF made up 0.31% of Meritage Portfolio Management's portfolio in Q4 2025, its #97 holding.
  • Meritage Portfolio Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • Meritage Portfolio Management's Schwab Short-Term US Treasury ETF position peaked at $7.86M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.