VanderPol Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

VanderPol Investments’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	$753K	Buy	30,910 +4,818	+18%	+$117K	1.31%	17
2025 Q3	$638K	Buy	26,092 +1,912	+8%	+$46.5K	1.11%	22
2025 Q2	$590K	Sell	24,180 -162	-0.7%	-$3.94K	1.24%	22
2025 Q1	$592K	Buy	24,342 +499	+2%	+$12.1K	1.25%	20
2024 Q4	$574K	Sell	23,843 -1,569	-6%	-$38K	1.25%	21
2024 Q3	$622K	Buy	25,412 +14,880	+141%	+$362K	1.39%	22
2024 Q2	$253K	Buy	10,532 +1,388	+15%	+$33.3K	0.77%	34
2024 Q1	$220K	Sell	9,144 -3,514	-28%	-$84.9K	0.63%	40
2023 Q4	$307K	Buy	+12,658	New	+$304K	1.04%	31

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 $374B AUM 17.66% 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

VanderPol Investments's SCHO Position: Q4 2025 in Review

VanderPol Investments increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 18% in Q4 2025, buying an estimated $117K and bringing the position to 30,910 shares worth $753K. The position accounts for 1.31% of the portfolio, ranked #17.

VanderPol Investments first reported a position in SCHO in Q4 2023 and has held it in 9 quarters since. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

VanderPol Investments held 30,910 shares of Schwab Short-Term US Treasury ETF worth $753K as of Q4 2025.
VanderPol Investments bought 4,818 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $117K.
Schwab Short-Term US Treasury ETF made up 1.31% of VanderPol Investments's portfolio in Q4 2025, its #17 holding.
VanderPol Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 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 VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.