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NewSquare Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NewSquare Capital’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
-564
Closed -$13.8K – 1041
2025
Q2 		$13.8K Buy
+564
New +$13.7K ﹤0.01% 576

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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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
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's SCHO Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 564 shares — an estimated $13.8K sold.

NewSquare Capital first reported a position in SCHO in Q2 2025 and held it in 1 quarter. The position peaked at $13.8K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • NewSquare Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 564 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $13.8K.
  • NewSquare Capital first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's Schwab Short-Term US Treasury ETF position peaked at $13.8K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.