RFA
SCHO icon

Resurgent Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Resurgent Financial 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
Q4 		– Sell
-8,340
Closed -$203K – 224
2025
Q3 		$203K Sell
8,340
-5,519
-40% -$134K 0.1% 203
2025
Q2 		$338K Buy
13,859
+282
+2% +$6.85K 0.19% 137
2025
Q1 		$330K Sell
13,577
-4,665
-26% -$113K 0.2% 134
2024
Q4 		$439K Buy
18,242
+3,668
+25% +$88.8K 0.26% 109
2024
Q3 		$357K Buy
14,574
+136
+0.9% +$3.31K 0.21% 134
2024
Q2 		$347K Sell
14,438
-15,114
-51% -$362K 0.22% 127
2024
Q1 		$712K Buy
29,552
+14,820
+101% +$358K 0.38% 78
2023
Q4 		$357K Sell
14,732
-1,906
-11% -$45.8K 0.22% 118
2023
Q3 		$398K Sell
16,638
-2,222
-12% -$53.3K 0.27% 94
2023
Q2 		$453K Sell
18,860
-1,550
-8% -$37.6K 0.3% 82
2023
Q1 		$498K Sell
20,410
-22,246
-52% -$539K 0.33% 79
2022
Q4 		$1.03M Sell
42,656
-41,376
-49% -$998K 0.54% 41
2022
Q3 		$2.03M Sell
84,032
-37,738
-31% -$923K 1.36% 15
2022
Q2 		$3M Buy
121,770
+6,932
+6% +$171K 1.92% 7
2022
Q1 		$2.85M Sell
114,838
-13,814
-11% -$347K 1.77% 7
2021
Q4 		$3.27M Buy
+128,652
New +$3.28M 2.61% 5

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

Resurgent Financial Advisors's SCHO Position: Q4 2025 in Review

Resurgent Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 8,340 shares — an estimated $203K sold.

Resurgent Financial Advisors first reported a position in SCHO in Q4 2021 and held it in 16 quarters. The position peaked at $3.27M in Q4 2021. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Resurgent Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 8,340 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $203K.
  • Resurgent Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 16 quarters.
  • Resurgent Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.27M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.