Vantage Financial Partners (Wisconsin)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$646K	Sell	26,512 -1,803	-6%	-$44K	0.13%	96
2025 Q3	$691K	Sell	28,315 -2,082	-7%	-$50.7K	0.15%	92
2025 Q2	$741K	Sell	30,397 -2,843	-9%	-$69.1K	0.17%	85
2025 Q1	$809K	Sell	33,240 -23,426	-41%	-$567K	0.2%	71
2024 Q4	$1.36M	Sell	56,666 -26,056	-31%	-$631K	0.34%	44
2024 Q3	$2.03M	Sell	82,722 -32,200	-28%	-$783K	0.5%	24
2024 Q2	$2.77M	Sell	114,922 -24,882	-18%	-$597K	0.72%	23
2024 Q1	$3.37M	Buy	139,804 +4,766	+4%	+$115K	0.91%	21
2023 Q4	$3.27M	Buy	+135,038	New	+$3.24M	0.96%	22

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

Vantage Financial Partners (Wisconsin)'s SCHO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.4% in Q4 2025, selling an estimated $44K and leaving 26,512 shares worth $646K. The position accounts for 0.13% of the portfolio, ranked #96.

Vantage Financial Partners (Wisconsin) first reported a position in SCHO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.37M in Q1 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 26,512 shares of Schwab Short-Term US Treasury ETF worth $646K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 1,803 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $44K.
Schwab Short-Term US Treasury ETF made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #96 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s Schwab Short-Term US Treasury ETF position peaked at $3.37M in Q1 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.