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MJT & Associates Financial Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MJT & Associates Financial Advisory’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
-214
Closed -$5.22K – 468
2025
Q3 		$5.22K Sell
214
-44
-17% -$1.07K ﹤0.01% 284
2025
Q2 		$6.29K Hold
258
– – 0.01% 277
2025
Q1 		$6.28K Buy
+258
New +$6.25K 0.01% 275

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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

MJT & Associates Financial Advisory's SCHO Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 214 shares — an estimated $5.22K sold.

MJT & Associates Financial Advisory first reported a position in SCHO in Q1 2025 and held it in 3 quarters. The position peaked at $6.29K in Q2 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 214 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $5.22K.
  • MJT & Associates Financial Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's Schwab Short-Term US Treasury ETF position peaked at $6.29K in Q2 2025.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.