Washington Trust’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Washington Trust’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 Q2	–	Sell	-5,400	Closed	-$131K	–	630
2025 Q1	$131K	Hold	5,400	–	–	0.01%	292
2024 Q4	$130K	Hold	5,400	–	–	﹤0.01%	317
2024 Q3	$132K	Hold	5,400	–	–	﹤0.01%	323
2024 Q2	$130K	Hold	5,400	–	–	﹤0.01%	318
2024 Q1	$130K	Hold	5,400	–	–	﹤0.01%	320
2023 Q4	$131K	Hold	5,400	–	–	0.01%	301
2023 Q3	$129K	Hold	5,400	–	–	0.01%	278
2023 Q2	$130K	Sell	5,400 -746	-12%	-$18.1K	0.01%	294
2023 Q1	$150K	Hold	6,146	–	–	0.01%	281
2022 Q4	$148K	Buy	+6,146	New	+$148K	0.01%	277
2020 Q2	–	Sell	-1,292	Closed	-$33K	–	977
2020 Q1	$33K	Buy	+1,292	New	+$32.9K	﹤0.01%	457

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Washington Trust's SCHO Position: Q2 2025 in Review

Washington Trust sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 5,400 shares — an estimated $131K sold.

Washington Trust first reported a position in SCHO in Q1 2020 and held it in 11 quarters. The position peaked at $150K in Q1 2023. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Washington Trust reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 5,400 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $131K.
Washington Trust first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 11 quarters.
Washington Trust's Schwab Short-Term US Treasury ETF position peaked at $150K in Q1 2023.
654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.