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Sandy Spring Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sandy Spring Bank’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 		$152K Sell
6,243
-499
-7% -$12.1K 0.01% 398
2024
Q4 		$162K Sell
6,742
-842
-11% -$20.4K 0.01% 395
2024
Q3 		$186K Sell
7,584
-1,504
-17% -$36.6K 0.01% 387
2024
Q2 		$219K Buy
9,088
+4,586
+102% +$110K 0.01% 358
2024
Q1 		$108K Buy
4,502
+12
+0.3% +$290 ﹤0.01% 448
2023
Q4 		$109K Buy
4,490
+22
+0.5% +$528 0.01% 437
2023
Q3 		$107K Buy
4,468
+1,380
+45% +$33.1K 0.01% 429
2023
Q2 		$74.2K Sell
3,088
-442
-13% -$10.7K ﹤0.01% 473
2023
Q1 		$86.1K Sell
3,530
-2,568
-42% -$62.2K ﹤0.01% 449
2022
Q4 		$147K Buy
6,098
+30
+0.5% +$723 0.01% 372
2022
Q3 		$146K Sell
6,068
-566
-9% -$13.8K 0.01% 359
2022
Q2 		$163K Sell
6,634
-8,530
-56% -$210K 0.01% 343
2022
Q1 		$375K Sell
15,164
-10,388
-41% -$261K 0.02% 278
2021
Q4 		$649K Sell
25,552
-3,870
-13% -$98.7K 0.03% 247
2021
Q3 		$753K Sell
29,422
-4,424
-13% -$113K 0.04% 232
2021
Q2 		$867K Sell
33,846
-37,986
-53% -$974K 0.05% 212
2021
Q1 		$1.84M Buy
71,832
+42,196
+142% +$1.08M 0.11% 170
2020
Q4 		$762K Buy
29,636
+29,180
+6,399% +$750K 0.05% 211
2020
Q3 		$12K Hold
456
– – ﹤0.01% 662
2020
Q2 		$12K Hold
456
– – ﹤0.01% 672
2020
Q1 		$12K Buy
+456
New +$11.6K ﹤0.01% 648

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 $374B AUM 17.66% 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

Sandy Spring Bank's SCHO Position: Q1 2025 in Review

Sandy Spring Bank reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q1 2025, selling an estimated $12.1K and leaving 6,243 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #398.

Sandy Spring Bank first reported a position in SCHO in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.84M in Q1 2021. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Sandy Spring Bank held 6,243 shares of Schwab Short-Term US Treasury ETF worth $152K as of Q1 2025.
  • Sandy Spring Bank sold 499 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $12.1K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #398 holding.
  • Sandy Spring Bank first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 21 quarters since.
  • Sandy Spring Bank's Schwab Short-Term US Treasury ETF position peaked at $1.84M in Q1 2021.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.