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Roof Eidam Maycock Peralta (REMP)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
-10,280
Closed -$247K – 130
2024
Q4 		$247K Sell
10,280
-1,830
-15% -$44.3K 0.06% 111
2024
Q3 		$297K Hold
12,110
– – 0.08% 108
2024
Q2 		$291K Hold
12,110
– – 0.08% 104
2024
Q1 		$292K Hold
12,110
– – 0.08% 104
2023
Q4 		$293K Sell
12,110
-120,230
-91% -$2.89M 0.09% 103
2023
Q3 		$3.17M Sell
132,340
-3,350
-2% -$80.3K 1.04% 21
2023
Q2 		$3.26M Buy
135,690
+120
+0.1% +$2.91K 1.09% 21
2023
Q1 		$3.31M Sell
135,570
-147,986
-52% -$3.58M 1.22% 20
2022
Q4 		$6.84M Sell
283,556
-768,762
-73% -$18.5M 2.42% 11
2022
Q3 		$25.4M Sell
1,052,318
-151,466
-13% -$3.7M 9.48% 2
2022
Q2 		$29.6M Buy
1,203,784
+3,994
+0.3% +$98.5K 10.91% 1
2022
Q1 		$29.7M Buy
1,199,790
+888,440
+285% +$22.3M 9.6% 1
2021
Q4 		$7.92M Sell
311,350
-786,810
-72% -$20.1M 2.67% 12
2021
Q3 		$28.1M Sell
1,098,160
-24,720
-2% -$633K 10.34% 1
2021
Q2 		$28.8M Sell
1,122,880
-25,288
-2% -$648K 10.73% 1
2021
Q1 		$29.5M Buy
1,148,168
+707,942
+161% +$18.2M 11.36% 1
2020
Q4 		$11.3M Buy
440,226
+64,242
+17% +$1.65M 4.4% 7
2020
Q3 		$9.68M Sell
375,984
-755,776
-67% -$19.5M 3.77% 9
2020
Q2 		$29.2M Buy
1,131,760
+435,680
+63% +$11.3M 11.29% 1
2020
Q1 		$18M Buy
696,080
+672,150
+2,809% +$17.1M 7.57% 3
2019
Q4 		$604K Hold
23,930
– – 0.23% 74
2019
Q3 		$605K Buy
23,930
+200
+0.8% +$5.06K 0.25% 73
2019
Q2 		$600K Sell
23,730
-3,140
-12% -$78.9K 0.25% 74
2019
Q1 		$674K Sell
26,870
-1,530
-5% -$38.2K 0.27% 71
2018
Q4 		$709K Sell
28,400
-14,280
-33% -$354K 0.34% 54
2018
Q3 		$1.06M Sell
42,680
-8,900
-17% -$221K 0.48% 47
2018
Q2 		$1.28M Sell
51,580
-29,940
-37% -$744K 0.6% 34
2018
Q1 		$2.03M Sell
81,520
-35,308
-30% -$880K 0.98% 21
2017
Q4 		$2.92M Sell
116,828
-3,032
-3% -$76.1K 1.42% 18
2017
Q3 		$3.02M Sell
119,860
-18,582
-13% -$469K 1.55% 16
2017
Q2 		$3.49M Buy
138,442
+58,162
+72% +$1.47M 1.8% 12
2017
Q1 		$2.02M Sell
80,280
-367,560
-82% -$9.27M 1.04% 22
2016
Q4 		$11.3M Buy
447,840
+19,780
+5% +$500K 5.9% 4
2016
Q3 		$10.9M Sell
428,060
-149,584
-26% -$3.8M 5.08% 5
2016
Q2 		$14.7M Sell
577,644
-101,256
-15% -$2.57M 7.72% 3
2016
Q1 		$17.2M Buy
678,900
+146,330
+27% +$3.71M 12.11% 1
2015
Q4 		$13.4M Buy
532,570
+512,330
+2,531% +$13M 10.69% 1
2015
Q3 		$514K Hold
20,240
– – 0.48% 53
2015
Q2 		$513K Hold
20,240
– – 0.42% 54
2015
Q1 		$514K Sell
20,240
-5,350
-21% -$136K 0.41% 57
2014
Q4 		$647K Buy
+25,590
New +$648K 0.55% 55

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHO Position: Q1 2025 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 10,280 shares — an estimated $247K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHO in Q4 2014 and held it in 41 quarters. The position peaked at $29.7M in Q1 2022. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 10,280 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $247K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and held it in 41 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab Short-Term US Treasury ETF position peaked at $29.7M in Q1 2022.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2025, filed 9 May 2025.