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SouthState Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SouthState Corp’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
-290
Closed -$7.07K – 1570
2025
Q2 		$7.07K Buy
+290
New +$7.05K ﹤0.01% 842

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Envestnet Asset Management
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Stifel Financial
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SouthState Corp's SCHO Position: Q3 2025 in Review

SouthState Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 290 shares — an estimated $7.07K sold.

SouthState Corp first reported a position in SCHO in Q2 2025 and held it in 1 quarter. The position peaked at $7.07K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • SouthState Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 290 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $7.07K.
  • SouthState Corp first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • SouthState Corp's Schwab Short-Term US Treasury ETF position peaked at $7.07K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.