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SWMG LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SWMG LLC’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
-28,712
Closed -$700K – 133
2025
Q1 		$700K Buy
+28,712
New +$695K 0.28% 50
2023
Q3 		– Sell
-9,122
Closed -$219K – 101
2023
Q2 		$219K Hold
9,122
– – 0.11% 86
2023
Q1 		$223K Buy
9,122
+186
+2% +$4.5K 0.12% 84
2022
Q4 		$216K Sell
8,936
-4,772
-35% -$115K 0.13% 74
2022
Q3 		$331K Buy
+13,708
New +$335K 0.22% 54

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
LPL Financial San Diego, California $377B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWMG LLC's SCHO Position: Q2 2025 in Review

SWMG LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 28,712 shares — an estimated $700K sold.

SWMG LLC first reported a position in SCHO in Q3 2022 and held it in 5 quarters. The position peaked at $700K in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • SWMG LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • SWMG LLC sold 28,712 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $700K.
  • SWMG LLC first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 5 quarters.
  • SWMG LLC's Schwab Short-Term US Treasury ETF position peaked at $700K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.