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

Rise 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	-645	Closed	-$15.7K	–	1187
2025 Q3	$15.7K	Sell	645 -19	-3%	-$462	0.01%	721
2025 Q2	$16.2K	Buy	664 +33	+5%	+$802	0.01%	666
2025 Q1	$15.4K	Buy	631 +4	+0.6%	+$97	0.01%	672
2024 Q4	$15.1K	Buy	627 +9	+1%	+$218	0.01%	824
2024 Q3	$15.1K	Buy	+618	New	+$15K	0.01%	858
2022 Q3	–	Sell	-778	Closed	-$19K	–	738
2022 Q2	$19K	Buy	+778	New	+$19.2K	0.02%	247

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Rise Advisors's SCHO Position: Q4 2025 in Review

Rise Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 645 shares — an estimated $15.7K sold.

Rise Advisors first reported a position in SCHO in Q2 2022 and held it in 6 quarters. The position peaked at $19K in Q2 2022. 684 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Rise Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 645 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $15.7K.
Rise Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 6 quarters.
Rise Advisors's Schwab Short-Term US Treasury ETF position peaked at $19K in Q2 2022.
684 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.