Selective Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Selective Wealth Management’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 Q3	–	Sell	-19,000	Closed	-$461K	–	110
2025 Q2	$461K	Hold	19,000	–	–	0.17%	63
2025 Q1	$461K	Buy	+19,000	New	+$460K	0.2%	58
2022 Q4	–	Sell	-8,146	Closed	-$197K	–	614
2022 Q3	$197K	Sell	8,146 -370	-4%	-$9.05K	0.08%	129
2022 Q2	$209K	Buy	8,516 +4,054	+91%	+$99.9K	0.07%	137
2022 Q1	$111K	Buy	+4,462	New	+$112K	0.04%	195
2021 Q2	–	Sell	-1,050	Closed	-$27K	–	546
2021 Q1	$27K	Hold	1,050	–	–	0.02%	172
2020 Q4	$27K	Hold	1,050	–	–	0.02%	153
2020 Q3	$27K	Hold	1,050	–	–	0.02%	131
2020 Q2	$27K	Hold	1,050	–	–	0.02%	146
2020 Q1	$27K	Sell	1,050 -2,908	-73%	-$74.1K	0.04%	90
2019 Q4	$100K	Sell	3,958 -780	-16%	-$19.7K	0.12%	48
2019 Q3	$120K	Buy	+4,738	New	+$120K	0.17%	50

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's SCHO Position: Q3 2025 in Review

Selective Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 19,000 shares — an estimated $461K sold.

Selective Wealth Management first reported a position in SCHO in Q3 2019 and held it in 12 quarters. The position peaked at $461K in Q2 2025. 644 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

Selective Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Selective Wealth Management sold 19,000 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $461K.
Selective Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 12 quarters.
Selective Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $461K in Q2 2025.
644 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Selective Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.