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

Modus 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
Q1 		– Sell
-721
Closed -$17.4K – 264
2024
Q4 		$17.4K Buy
+721
New +$17.5K 0.01% 203
2023
Q2 		– Sell
-13,106
Closed -$320K – 104
2023
Q1 		$320K Sell
13,106
-4,538
-26% -$110K 0.15% 88
2022
Q4 		$426K Sell
17,644
-192,252
-92% -$4.64M 0.21% 72
2022
Q3 		$5.07M Sell
209,896
-1,620
-0.8% -$39.6K 2.66% 9
2022
Q2 		$5.2M Sell
211,516
-5,072
-2% -$125K 2.63% 8
2022
Q1 		$5.37M Sell
216,588
-32,016
-13% -$804K 2.35% 13
2021
Q4 		$6.32M Sell
248,604
-32,824
-12% -$837K 2.69% 9
2021
Q3 		$7.2M Sell
281,428
-9,244
-3% -$237K 3.12% 8
2021
Q2 		$7.44M Buy
290,672
+10,608
+4% +$272K 3.13% 8
2021
Q1 		$7.18M Buy
280,064
+18,094
+7% +$465K 3.33% 7
2020
Q4 		$6.73M Buy
261,970
+20,670
+9% +$531K 3.48% 7
2020
Q3 		$6.21M Buy
241,300
+73,954
+44% +$1.91M 3.57% 6
2020
Q2 		$4.32M Buy
167,346
+142,544
+575% +$3.68M 2.82% 8
2020
Q1 		$642K Buy
24,802
+2,244
+10% +$57.2K 0.6% 30
2019
Q4 		$569K Buy
+22,558
New +$570K 0.45% 39

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Modus Advisors's SCHO Position: Q1 2025 in Review

Modus Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 721 shares — an estimated $17.4K sold.

Modus Advisors first reported a position in SCHO in Q4 2019 and held it in 15 quarters. The position peaked at $7.44M in Q2 2021. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Modus Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 721 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $17.4K.
  • Modus Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 15 quarters.
  • Modus Advisors's Schwab Short-Term US Treasury ETF position peaked at $7.44M in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.