Van Hulzen Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-133	Closed	-$3.2K	–	943
2024 Q4	$3.2K	Buy	+133	New	+$3.22K	﹤0.01%	874
2021 Q1	–	Sell	-8,504	Closed	-$219K	–	309
2020 Q4	$219K	Sell	8,504 -1,960	-19%	-$50.4K	0.03%	260
2020 Q3	$269K	Sell	10,464 -698	-6%	-$18K	0.04%	208
2020 Q2	$288K	Sell	11,162 -1,188	-10%	-$30.7K	0.04%	193
2020 Q1	$319K	Sell	12,350 -722	-6%	-$18.4K	0.07%	172
2019 Q4	$330K	Sell	13,072 -1,146	-8%	-$29K	0.06%	204
2019 Q3	$360K	Sell	14,218 -8,624	-38%	-$218K	0.08%	183
2019 Q2	$578K	Sell	22,842 -21,576	-49%	-$542K	0.13%	117
2019 Q1	$1.11M	Buy	+44,418	New	+$1.11M	0.3%	68
2018 Q4	–	Sell	-105,102	Closed	-$2.6M	–	241
2018 Q3	$2.6M	Sell	105,102 -31,054	-23%	-$771K	0.69%	45
2018 Q2	$3.39M	Sell	136,156 -51,298	-27%	-$1.27M	1%	37
2018 Q1	$4.67M	Sell	187,454 -81,590	-30%	-$2.03M	1.43%	18
2017 Q4	$6.73M	Sell	269,044 -9,168	-3%	-$230K	2.05%	5
2017 Q3	$7.01M	Buy	278,212 +80,032	+40%	+$2.02M	2.36%	4
2017 Q2	$5M	Buy	+198,180	New	+$5M	1.98%	12

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Van Hulzen Asset Management's SCHO Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 133 shares — an estimated $3.2K sold.

Van Hulzen Asset Management first reported a position in SCHO in Q2 2017 and held it in 15 quarters. The position peaked at $7.01M in Q3 2017. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

Van Hulzen Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 133 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $3.2K.
Van Hulzen Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and held it in 15 quarters.
Van Hulzen Asset Management's Schwab Short-Term US Treasury ETF position peaked at $7.01M in Q3 2017.
641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.