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

Moser 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 Q2	$1.62K	Hold	66	–	–	﹤0.01%	190
2025 Q1	$1.6K	Buy	66 +1	+2%	+$24	﹤0.01%	154
2024 Q4	$1.57K	Buy	65 +1	+2%	+$24	﹤0.01%	134
2024 Q3	$1.59K	Hold	64	–	–	﹤0.01%	134
2024 Q2	$1.54K	Hold	64	–	–	﹤0.01%	144
2024 Q1	$1.53K	Hold	64	–	–	﹤0.01%	142
2023 Q4	$1.53K	Buy	64 +2	+3%	+$48	﹤0.01%	136
2023 Q3	$1.49K	Hold	62	–	–	﹤0.01%	129
2023 Q2	$1.48K	Buy	+62	New	+$1.5K	﹤0.01%	126
2022 Q4	$1.46K	Hold	60	–	–	﹤0.01%	121
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	145
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	132
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	132
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	137
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	138
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	134
2021 Q1	$2K	Sell	60 -60	-50%	-$1.54K	﹤0.01%	151
2020 Q4	$3K	Sell	120 -60	-33%	-$1.54K	﹤0.01%	116
2020 Q3	$5K	Sell	180 -48	-21%	-$1.24K	﹤0.01%	112
2020 Q2	$6K	Sell	228 -46	-17%	-$1.19K	0.01%	108
2020 Q1	$7K	Buy	274 +2	+0.7%	+$51	0.01%	112
2019 Q4	$7K	Buy	+272	New	+$6.87K	0.01%	131

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's SCHO Position: Q2 2025 in Review

Moser Wealth Advisors held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2025 at 66 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Moser Wealth Advisors first reported a position in SCHO in Q4 2019 and has held it in 22 quarters since. The position peaked at $7K in Q1 2020. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Moser Wealth Advisors held 66 shares of Schwab Short-Term US Treasury ETF worth $1.62K as of Q2 2025.
Moser Wealth Advisors left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2025.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #190 holding.
Moser Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $7K in Q1 2020.
654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.