PBMares Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

PBMares Wealth Management’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	$274K	Hold	11,238	–	–	0.04%	162
2025 Q2	$274K	Hold	11,238	–	–	0.05%	155
2025 Q1	$274K	Hold	11,238	–	–	0.05%	160
2024 Q4	$270K	Hold	11,238	–	–	0.06%	161
2024 Q3	$275K	Hold	11,238	–	–	0.06%	157
2024 Q2	$270K	Hold	11,238	–	–	0.07%	150
2024 Q1	$271K	Buy	11,238 +748	+7%	+$18.1K	0.07%	152
2023 Q4	$254K	Hold	10,490	–	–	0.08%	148
2023 Q3	$251K	Hold	10,490	–	–	0.09%	142
2023 Q2	$252K	Hold	10,490	–	–	0.09%	146
2023 Q1	$256K	Hold	10,490	–	–	0.1%	144
2022 Q4	$253K	Hold	10,490	–	–	0.1%	139
2022 Q3	$253K	Hold	10,490	–	–	0.11%	136
2022 Q2	$258K	Hold	10,490	–	–	0.11%	130
2022 Q1	$260K	Hold	10,490	–	–	0.16%	126
2021 Q4	$267K	Sell	10,490 -2,000	-16%	-$51K	0.11%	135
2021 Q3	$320K	Hold	12,490	–	–	0.15%	116
2021 Q2	$320K	Sell	12,490 -3,208	-20%	-$82.3K	0.17%	114
2021 Q1	$403K	Buy	+15,698	New	+$403K	0.33%	87

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

PBMares Wealth Management's SCHO Position: Q3 2025 in Review

PBMares Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2025 at 11,238 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #162.

PBMares Wealth Management first reported a position in SCHO in Q1 2021 and has held it in 19 quarters since. The position peaked at $403K in Q1 2021. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

PBMares Wealth Management held 11,238 shares of Schwab Short-Term US Treasury ETF worth $274K as of Q3 2025.
PBMares Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2025.
Schwab Short-Term US Treasury ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #162 holding.
PBMares Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 19 quarters since.
PBMares Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $403K in Q1 2021.
643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.