Seven Post Investment Office’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Seven Post Investment Office’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	-25,221	Closed	-$614K	–	38
2025 Q1	$614K	Buy	25,221 +94	+0.4%	+$2.28K	0.23%	24
2024 Q4	$605K	Buy	25,127 +55	+0.2%	+$1.33K	0.23%	24
2024 Q3	$614K	Buy	25,072 +624	+3%	+$15.2K	0.09%	37
2024 Q2	$588K	Buy	24,448 +42	+0.2%	+$1.01K	0.11%	37
2024 Q1	$588K	Sell	24,406 -2,666	-10%	-$64.4K	0.14%	38
2023 Q4	$656K	Sell	27,072 -2,736	-9%	-$65.7K	0.17%	34
2023 Q3	$714K	Sell	29,808 -2,038	-6%	-$48.9K	0.2%	33
2023 Q2	$765K	Sell	31,846 -86,512	-73%	-$2.1M	0.23%	32
2023 Q1	$2.89M	Sell	118,358 -3,390	-3%	-$82.1K	1.04%	15
2022 Q4	$2.94M	Buy	121,748 +97,786	+408%	+$2.36M	1.03%	16
2022 Q3	$578K	Buy	+23,962	New	+$586K	0.22%	27

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seven Post Investment Office's SCHO Position: Q2 2025 in Review

Seven Post Investment Office sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 25,221 shares — an estimated $614K sold.

Seven Post Investment Office first reported a position in SCHO in Q3 2022 and held it in 11 quarters. The position peaked at $2.94M in Q4 2022. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Seven Post Investment Office reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Seven Post Investment Office sold 25,221 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $614K.
Seven Post Investment Office first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 11 quarters.
Seven Post Investment Office's Schwab Short-Term US Treasury ETF position peaked at $2.94M in Q4 2022.
655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.