Pure Portfolios Holdings’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pure Portfolios Holdings’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	$14.4M	Buy	592,210 +20,011	+3%	+$488K	4.35%	7
2025 Q3	$14M	Buy	572,199 +120,201	+27%	+$2.92M	4.37%	7
2025 Q2	$11M	Buy	451,998 +118,023	+35%	+$2.87M	3.73%	8
2025 Q1	$8.13M	Buy	333,975 +5,976	+2%	+$145K	2.99%	9
2024 Q4	$7.89M	Buy	327,999 +19,975	+6%	+$484K	2.93%	8
2024 Q3	$7.54M	Buy	+308,024	New	+$7.49M	2.85%	9

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

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

Pure Portfolios Holdings's SCHO Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.5% in Q4 2025, buying an estimated $488K and bringing the position to 592,210 shares worth $14.4M. The position accounts for 4.35% of the portfolio, ranked #7.

Pure Portfolios Holdings first reported a position in SCHO in Q3 2024 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Pure Portfolios Holdings held 592,210 shares of Schwab Short-Term US Treasury ETF worth $14.4M as of Q4 2025.
Pure Portfolios Holdings bought 20,011 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $488K.
Schwab Short-Term US Treasury ETF made up 4.35% of Pure Portfolios Holdings's portfolio in Q4 2025, its #7 holding.
Pure Portfolios Holdings first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 6 quarters since.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.