Perritt Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Perritt Capital 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 Q4	–	Sell	-2,567	Closed	-$62.6K	–	253
2025 Q3	$62.6K	Buy	2,567 +26	+1%	+$633	0.03%	194
2025 Q2	$62K	Buy	2,541 +27	+1%	+$656	0.03%	208
2025 Q1	$61.2K	Buy	2,514 +18	+0.7%	+$436	0.03%	207
2024 Q4	$60.1K	Buy	+2,496	New	+$60.4K	0.03%	209
2024 Q3	–	Sell	-542	Closed	-$13.2K	–	320
2024 Q2	$13.1K	Sell	542 -1,988	-79%	-$47.7K	0.01%	265
2024 Q1	$61K	Buy	2,530 +20	+0.8%	+$483	0.03%	214
2023 Q4	$60.8K	Buy	2,510 +16	+0.6%	+$384	0.03%	210
2023 Q3	$59.7K	Hold	2,494	–	–	0.03%	208
2023 Q2	$59.9K	Hold	2,494	–	–	0.03%	215
2023 Q1	$60.8K	Buy	2,494 +1,660	+199%	+$40.2K	0.03%	211
2022 Q4	$20.1K	Buy	+834	New	+$20.1K	0.01%	257

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Perritt Capital Management's SCHO Position: Q4 2025 in Review

Perritt Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 2,567 shares — an estimated $62.6K sold.

Perritt Capital Management first reported a position in SCHO in Q4 2022 and held it in 11 quarters. The position peaked at $62.6K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Perritt Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 2,567 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $62.6K.
Perritt Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 11 quarters.
Perritt Capital Management's Schwab Short-Term US Treasury ETF position peaked at $62.6K in Q3 2025.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.