Mid-American Wealth Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-324	Closed	-$7.9K	–	266
2025 Q2	$7.9K	Buy	+324	New	+$7.87K	﹤0.01%	197
2024 Q3	–	Sell	-16,380	Closed	-$394K	–	58
2024 Q2	$394K	Sell	16,380 -2,608	-14%	-$62.5K	0.25%	31
2024 Q1	$458K	Sell	18,988 -3,576	-16%	-$86.4K	0.31%	30
2023 Q4	$547K	Sell	22,564 -3,778	-14%	-$90.7K	0.41%	25
2023 Q3	$631K	Sell	26,342 -230,032	-90%	-$5.51M	0.51%	21
2023 Q2	$6.16M	Buy	+256,374	New	+$6.22M	4.8%	5
2022 Q1	$6.96M	Sell	280,920 -76,564	-21%	-$1.92M	5.44%	1
2021 Q4	$9.09M	Buy	+357,484	New	+$9.11M	7.3%	2

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid-American Wealth Advisory Group's SCHO Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 324 shares — an estimated $7.9K sold.

Mid-American Wealth Advisory Group first reported a position in SCHO in Q4 2021 and held it in 8 quarters. The position peaked at $9.09M in Q4 2021. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 324 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $7.9K.
Mid-American Wealth Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 8 quarters.
Mid-American Wealth Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $9.09M in Q4 2021.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.