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

RHS Financial’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 Q1	–	Sell	-16,229	Closed	-$390K	–	142
2024 Q4	$390K	Sell	16,229 -277	-2%	-$6.71K	0.2%	89
2024 Q3	$404K	Buy	+16,506	New	+$401K	0.2%	84
2024 Q2	–	Sell	-23,772	Closed	-$573K	–	101
2024 Q1	$573K	Buy	23,772 +1,544	+7%	+$37.3K	0.33%	65
2023 Q4	$538K	Sell	22,228 -15,892	-42%	-$382K	0.34%	60
2023 Q3	$913K	Buy	38,120 +6,736	+21%	+$161K	0.64%	42
2023 Q2	$754K	Sell	31,384 -11,234	-26%	-$272K	0.55%	45
2023 Q1	$1.04M	Sell	42,618 -12,174	-22%	-$295K	0.79%	37
2022 Q4	$1.32M	Buy	54,792 +5,702	+12%	+$137K	1.05%	28
2022 Q3	$1.19M	Buy	49,090 +3,452	+8%	+$84.4K	1.05%	29
2022 Q2	$1.12M	Buy	45,638 +6,882	+18%	+$170K	0.92%	33
2022 Q1	$960K	Buy	38,756 +7,098	+22%	+$178K	0.71%	37
2021 Q4	$805K	Sell	31,658 -3,208	-9%	-$81.8K	0.56%	40
2021 Q3	$892K	Sell	34,866 -1,866	-5%	-$47.8K	0.65%	41
2021 Q2	$941K	Buy	36,732 +16,426	+81%	+$421K	0.7%	42
2021 Q1	$521K	Sell	20,306 -3,102	-13%	-$79.7K	0.43%	47
2020 Q4	$601K	Sell	23,408 -7,338	-24%	-$189K	0.52%	44
2020 Q3	$792K	Sell	30,746 -1,214	-4%	-$31.3K	0.8%	38
2020 Q2	$825K	Buy	31,960 +1,522	+5%	+$39.3K	0.96%	33
2020 Q1	$787K	Buy	+30,438	New	+$775K	1.05%	32
2019 Q3	–	Sell	-10,356	Closed	-$262K	–	66
2019 Q2	$262K	Sell	10,356 -5,602	-35%	-$141K	0.33%	54
2019 Q1	$400K	Sell	15,958 -13,806	-46%	-$345K	0.52%	46
2018 Q4	$743K	Buy	+29,764	New	+$738K	1.07%	29

Other funds holding SCHO

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHS Financial's SCHO Position: Q1 2025 in Review

RHS Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 16,229 shares — an estimated $390K sold.

RHS Financial first reported a position in SCHO in Q4 2018 and held it in 22 quarters. The position peaked at $1.32M in Q4 2022. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

RHS Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
RHS Financial sold 16,229 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $390K.
RHS Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 22 quarters.
RHS Financial's Schwab Short-Term US Treasury ETF position peaked at $1.32M in Q4 2022.
641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on RHS Financial's 13F filing for Q1 2025, filed 17 Apr 2025.