Studio Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Studio Investment 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 Q2	–	Sell	-20,436	Closed	-$497K	–	284
2025 Q1	$497K	Sell	20,436 -5,850	-22%	-$142K	0.1%	115
2024 Q4	$632K	Sell	26,286 -161,658	-86%	-$3.91M	0.13%	99
2024 Q3	$4.6M	Buy	187,944 +5,996	+3%	+$146K	0.97%	29
2024 Q2	$4.38M	Buy	181,948 +22,854	+14%	+$548K	1%	27
2024 Q1	$3.83M	Buy	159,094 +27,546	+21%	+$665K	0.91%	33
2023 Q4	$3.19M	Sell	131,548 -14,834	-10%	-$356K	0.81%	39
2023 Q3	$3.51M	Buy	146,382 +100,946	+222%	+$2.42M	0.98%	30
2023 Q2	$1.09M	Buy	45,436 +44,484	+4,673%	+$1.08M	0.31%	61
2023 Q1	$23.2K	Buy	+952	New	+$23.1K	0.01%	173

Other funds holding SCHO

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

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

Wealthfront Advisers

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