OFO
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OneAscent Family Office’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

OneAscent Family Office’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 		– Sell
-181,076
Closed -$4.41M – 145
2025
Q1 		$4.41M Buy
181,076
+1,300
+0.7% +$31.5K 4.1% 4
2024
Q4 		$4.33M Buy
+179,776
New +$4.35M 7.85% 3

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneAscent Family Office's SCHO Position: Q2 2025 in Review

OneAscent Family Office sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 181,076 shares — an estimated $4.41M sold.

OneAscent Family Office first reported a position in SCHO in Q4 2024 and held it in 2 quarters. The position peaked at $4.41M in Q1 2025. 657 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • OneAscent Family Office reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • OneAscent Family Office sold 181,076 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $4.41M.
  • OneAscent Family Office first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • OneAscent Family Office's Schwab Short-Term US Treasury ETF position peaked at $4.41M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on OneAscent Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.