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Roble Belko & Company’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-414
Closed -$10K – 472
2025
Q1 		$10K Buy
+414
New +$10K ﹤0.01% 259

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's SCHO Position: Q2 2025 in Review

Roble Belko & Company sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 414 shares — an estimated $10K sold.

Roble Belko & Company first reported a position in SCHO in Q1 2025 and held it in 1 quarter. The position peaked at $10K in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Roble Belko & Company reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Roble Belko & Company sold 414 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $10K.
  • Roble Belko & Company first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Roble Belko & Company's Schwab Short-Term US Treasury ETF position peaked at $10K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.