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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Studio Investment Management's SCHO Position: Q2 2025 in Review

Studio Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 20,436 shares — an estimated $497K sold.

Studio Investment Management first reported a position in SCHO in Q1 2023 and held it in 9 quarters. The position peaked at $4.6M in Q3 2024. 656 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Studio Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 20,436 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $497K.
Studio Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 9 quarters.
Studio Investment Management's Schwab Short-Term US Treasury ETF position peaked at $4.6M in Q3 2024.
656 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.