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Perennial Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Perennial Investment Advisors’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
-8,236
Closed -$201K – 509
2025
Q2 		$201K Sell
8,236
-700
-8% -$17K 0.02% 447
2025
Q1 		$218K Sell
8,936
-6,036
-40% -$146K 0.02% 388
2024
Q4 		$360K Sell
14,972
-1,626
-10% -$39.4K 0.04% 266
2024
Q3 		$406K Sell
16,598
-7,414
-31% -$180K 0.05% 243
2024
Q2 		$578K Buy
24,012
+15,236
+174% +$365K 0.08% 179
2024
Q1 		$212K Sell
8,776
-1,200
-12% -$29K 0.03% 315
2023
Q4 		$242K Sell
9,976
-960
-9% -$23.1K 0.04% 283
2023
Q3 		$262K Buy
10,936
+160
+1% +$3.83K 0.05% 258
2023
Q2 		$259K Buy
+10,776
New +$261K 0.05% 277
2021
Q2 		– Sell
-16,506
Closed -$423K – 229
2021
Q1 		$423K Sell
16,506
-3,000
-15% -$77K 0.17% 113
2020
Q4 		$501K Buy
19,506
+3,980
+26% +$102K 0.21% 93
2020
Q3 		$398K Buy
15,526
+5,420
+54% +$140K 0.2% 92
2020
Q2 		$261K Sell
10,106
-1,840
-15% -$47.5K 0.18% 106
2020
Q1 		$309K Sell
11,946
-400
-3% -$10.2K 0.27% 79
2019
Q4 		$312K Buy
+12,346
New +$312K 0.25% 95

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

Perennial Investment Advisors's SCHO Position: Q3 2025 in Review

Perennial Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 8,236 shares — an estimated $201K sold.

Perennial Investment Advisors first reported a position in SCHO in Q4 2019 and held it in 15 quarters. The position peaked at $578K in Q2 2024. 644 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Perennial Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 8,236 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $201K.
  • Perennial Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 15 quarters.
  • Perennial Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $578K in Q2 2024.
  • 644 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Perennial Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.