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

Roberts Wealth 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	-9,666	Closed	-$236K	–	101
2025 Q3	$236K	Sell	9,666 -3,874	-29%	-$94.3K	0.06%	94
2025 Q2	$330K	Sell	13,540 -3,409	-20%	-$82.8K	0.09%	85
2025 Q1	$413K	Sell	16,949 -564	-3%	-$13.7K	0.13%	82
2024 Q4	$423K	Sell	17,513 -10,043	-36%	-$243K	0.13%	79
2024 Q3	$669K	Sell	27,556 -790	-3%	-$19.2K	0.22%	68
2024 Q2	$682K	Sell	28,346 -1,570	-5%	-$37.7K	0.23%	66
2024 Q1	$716K	Sell	29,916 -160	-0.5%	-$3.86K	0.27%	68
2023 Q4	$2.19M	Hold	30,076	–	–	0.34%	53
2023 Q3	$719K	Buy	30,076 +734	+3%	+$17.6K	0.32%	65
2023 Q2	$705K	Sell	29,342 -528	-2%	-$12.8K	0.31%	63
2023 Q1	$729K	Sell	29,870 -38	-0.1%	-$920	0.33%	62
2022 Q4	$722K	Sell	29,908 -27,088	-48%	-$653K	0.35%	65
2022 Q3	$1.37M	Sell	56,996 -3,452	-6%	-$84.4K	0.68%	45
2022 Q2	$1.48M	Sell	60,448 -850	-1%	-$21K	0.65%	48
2022 Q1	$1.51M	Sell	61,298 -45,870	-43%	-$1.15M	0.59%	50
2021 Q4	$2.72M	Buy	107,168 +14,180	+15%	+$362K	0.98%	35
2021 Q3	$2.38M	Buy	+92,988	New	+$2.38M	0.94%	37

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

Roberts Wealth Advisors's SCHO Position: Q4 2025 in Review

Roberts Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 9,666 shares — an estimated $236K sold.

Roberts Wealth Advisors first reported a position in SCHO in Q3 2021 and held it in 17 quarters. The position peaked at $2.72M in Q4 2021. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Roberts Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Roberts Wealth Advisors sold 9,666 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $236K.
Roberts Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 17 quarters.
Roberts Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.72M in Q4 2021.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Roberts Wealth Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.