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PAX Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

PAX Financial Group’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
-13,210
Closed -$322K – 236
2025
Q2 		$322K Sell
13,210
-10,424
-44% -$253K 0.06% 185
2025
Q1 		$575K Sell
23,634
-6,149
-21% -$149K 0.1% 157
2024
Q4 		$717K Sell
29,783
-1,135
-4% -$27.5K 0.13% 136
2024
Q3 		$757K Sell
30,918
-5,880
-16% -$143K 0.14% 132
2024
Q2 		$886K Sell
36,798
-9,044
-20% -$217K 0.17% 107
2024
Q1 		$1.11M Sell
45,842
-6,076
-12% -$147K 0.22% 84
2023
Q4 		$1.25M Sell
51,918
-10,814
-17% -$260K 0.26% 74
2023
Q3 		$1.5M Buy
62,732
+5,386
+9% +$129K 0.34% 55
2023
Q2 		$1.38M Buy
57,346
+2,126
+4% +$51.6K 0.31% 57
2023
Q1 		$1.35M Buy
55,220
+16,784
+44% +$406K 0.32% 53
2022
Q4 		$927K Buy
38,436
+2,580
+7% +$62.2K 0.24% 66
2022
Q3 		$865K Buy
+35,856
New +$877K 0.22% 65

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAX Financial Group's SCHO Position: Q3 2025 in Review

PAX Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 13,210 shares — an estimated $322K sold.

PAX Financial Group first reported a position in SCHO in Q3 2022 and held it in 12 quarters. The position peaked at $1.5M in Q3 2023. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • PAX Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • PAX Financial Group sold 13,210 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $322K.
  • PAX Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 12 quarters.
  • PAX Financial Group's Schwab Short-Term US Treasury ETF position peaked at $1.5M in Q3 2023.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on PAX Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.