OPS
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Orion Portfolio Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Orion Portfolio Solutions’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 		$498K Sell
20,443
-1,874
-8% -$45.4K ﹤0.01% 1428
2024
Q4 		$537K Buy
22,317
+1,239
+6% +$30K 0.01% 1315
2024
Q3 		$516K Buy
21,078
+5,820
+38% +$141K 0.01% 1325
2024
Q2 		$367K Buy
15,258
+1,670
+12% +$40.1K ﹤0.01% 1388
2024
Q1 		$328K Sell
13,588
-9,468
-41% -$229K ﹤0.01% 1423
2023
Q4 		$558K Buy
23,056
+5,114
+29% +$123K 0.01% 1165
2023
Q3 		$430K Sell
17,942
-312
-2% -$7.48K 0.01% 1258
2023
Q2 		$439K Buy
18,254
+6,390
+54% +$155K ﹤0.01% 1259
2023
Q1 		$289K Buy
+11,864
New +$287K ﹤0.01% 1358
2022
Q1 		– Sell
-7,948
Closed -$202K – 748
2021
Q4 		$202K Buy
+7,948
New +$203K 0.01% 684
2021
Q1 		– Sell
-8,920
Closed -$229K – 561
2020
Q4 		$229K Buy
+8,920
New +$229K 0.01% 454
2020
Q3 		– Sell
-298
Closed -$8K – 1747
2020
Q2 		$8K Buy
298
+290
+3,625% +$7.49K ﹤0.01% 1298
2020
Q1 		$0 Buy
+8
New +$204 ﹤0.01% 2258

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

Orion Portfolio Solutions's SCHO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.4% in Q1 2025, selling an estimated $45.4K and leaving 20,443 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Orion Portfolio Solutions first reported a position in SCHO in Q1 2020 and has held it in 13 quarters since. The position peaked at $558K in Q4 2023. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Orion Portfolio Solutions held 20,443 shares of Schwab Short-Term US Treasury ETF worth $498K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,874 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $45.4K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1428 holding.
  • Orion Portfolio Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 13 quarters since.
  • Orion Portfolio Solutions's Schwab Short-Term US Treasury ETF position peaked at $558K in Q4 2023.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.