Trust Company of Vermont’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Trust Company of Vermont’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 Q4	$298K	Buy	12,242 +11,868	+3,173%	+$289K	0.01%	307
2025 Q3	$9.13K	Buy	+374	New	+$9.1K	﹤0.01%	848
2025 Q2	–	Sell	-111	Closed	-$2.7K	–	1129
2025 Q1	$2.7K	Buy	+111	New	+$2.69K	﹤0.01%	914
2020 Q4	–	Sell	-3,576	Closed	-$92K	–	783
2020 Q3	$92K	Hold	3,576	–	–	0.01%	366
2020 Q2	$92K	Hold	3,576	–	–	0.01%	364
2020 Q1	$92K	Hold	3,576	–	–	0.01%	366
2019 Q4	$90K	Hold	3,576	–	–	0.01%	404
2019 Q3	$90K	Buy	+3,576	New	+$90.4K	0.01%	411
2018 Q3	–	Sell	-126	Closed	-$3K	–	1095
2018 Q2	$3K	Buy	+126	New	+$3.13K	﹤0.01%	1011

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Vermont's SCHO Position: Q4 2025 in Review

Trust Company of Vermont increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3,173% in Q4 2025, buying an estimated $289K and bringing the position to 12,242 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #307.

Trust Company of Vermont first reported a position in SCHO in Q2 2018 and has held it in 9 quarters since. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Trust Company of Vermont held 12,242 shares of Schwab Short-Term US Treasury ETF worth $298K as of Q4 2025.
Trust Company of Vermont bought 11,868 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $289K.
Schwab Short-Term US Treasury ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #307 holding.
Trust Company of Vermont first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and has held it in 9 quarters since.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.