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Old Point Trust & Financial Services N A’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Old Point Trust & Financial Services N A’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
-320
Closed -$7.8K – 321
2025
Q2 		$7.8K Sell
320
-700
-69% -$17K ﹤0.01% 277
2025
Q1 		$24.8K Hold
1,020
– – 0.01% 231
2024
Q4 		$24.5K Buy
+1,020
New +$24.7K 0.01% 222

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Ameriprise
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SEI Investments
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Point Trust & Financial Services N A's SCHO Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 320 shares — an estimated $7.8K sold.

Old Point Trust & Financial Services N A first reported a position in SCHO in Q4 2024 and held it in 3 quarters. The position peaked at $24.8K in Q1 2025. 645 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 320 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $7.8K.
  • Old Point Trust & Financial Services N A first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's Schwab Short-Term US Treasury ETF position peaked at $24.8K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.