Total Clarity Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Total Clarity Wealth 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	-28,546	Closed	-$687K	–	332
2025 Q1	$687K	Hold	28,546	–	–	0.22%	117
2024 Q4	$687K	Sell	28,546 -3,100	-10%	-$75.1K	0.22%	117
2024 Q3	$775K	Sell	31,646 -3,020	-9%	-$73.4K	0.25%	108
2024 Q2	$834K	Sell	34,666 -14,394	-29%	-$345K	0.29%	93
2024 Q1	$1.18M	Sell	49,060 -1,698	-3%	-$41K	0.41%	68
2023 Q4	$1.23M	Sell	50,758 -27,012	-35%	-$649K	0.5%	59
2023 Q3	$1.86M	Sell	77,770 -26,070	-25%	-$625K	0.9%	24
2023 Q2	$2.5M	Sell	103,840 -49,724	-32%	-$1.21M	1.24%	14
2023 Q1	$3.75M	Buy	153,564 +4,700	+3%	+$114K	2.03%	4
2022 Q4	$3.59M	Buy	148,864 +35,258	+31%	+$850K	1.83%	6
2022 Q3	$2.74M	Buy	113,606 +100,198	+747%	+$2.45M	1.71%	9
2022 Q2	$330K	Buy	+13,408	New	+$331K	0.17%	141
2022 Q1	–	Sell	-96	Closed	-$2K	–	773
2021 Q4	$2K	Hold	96	–	–	﹤0.01%	926
2021 Q3	$2K	Buy	+96	New	+$2.46K	﹤0.01%	932
2020 Q3	–	Sell	-8,650	Closed	-$223K	–	135
2020 Q2	$223K	Sell	8,650 -6,800	-44%	-$176K	0.2%	115
2020 Q1	$400K	Buy	+15,450	New	+$394K	0.62%	55

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

Total Clarity Wealth Management's SCHO Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 28,546 shares — an estimated $687K sold.

Total Clarity Wealth Management first reported a position in SCHO in Q1 2020 and held it in 16 quarters. The position peaked at $3.75M in Q1 2023. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Total Clarity Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 28,546 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $687K.
Total Clarity Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 16 quarters.
Total Clarity Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $3.75M in Q1 2023.
654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.