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RAFFA WEALTH MANAGEMENT, LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1,936
Closed -$47.2K – 1188
2025
Q3 		$47.2K Hold
1,936
– – 0.01% 165
2025
Q2 		$47.2K Buy
+1,936
New +$47K 0.01% 186

Other funds holding SCHO

Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHO Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 1,936 shares — an estimated $47.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHO in Q2 2025 and held it in 2 quarters. The position peaked at $47.2K in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,936 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $47.2K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab Short-Term US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Schwab Short-Term US Treasury ETF position peaked at $47.2K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.