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Waterloo Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Waterloo Capital’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
-9,350
Closed -$225K – 416
2024
Q4 		$225K Sell
9,350
-900
-9% -$21.8K 0.02% 336
2024
Q3 		$251K Sell
10,250
-494
-5% -$12K 0.03% 314
2024
Q2 		$259K Sell
10,744
-462
-4% -$11.1K 0.03% 306
2024
Q1 		$270K Sell
11,206
-606
-5% -$14.6K 0.03% 302
2023
Q4 		$286K Buy
11,812
+622
+6% +$14.9K 0.05% 304
2023
Q3 		$268K Buy
11,190
+2
+0% +$48 0.08% 156
2023
Q2 		$269K Sell
11,188
-1,610
-13% -$39K 0.08% 149
2023
Q1 		$312K Buy
+12,798
New +$310K 0.1% 129
2020
Q1 		$1.45M Buy
+56,112
New +$1.43M 1.03% 19

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waterloo Capital's SCHO Position: Q1 2025 in Review

Waterloo Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 9,350 shares — an estimated $225K sold.

Waterloo Capital first reported a position in SCHO in Q1 2020 and held it in 9 quarters. The position peaked at $1.45M in Q1 2020. 641 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Waterloo Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Waterloo Capital sold 9,350 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $225K.
  • Waterloo Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 9 quarters.
  • Waterloo Capital's Schwab Short-Term US Treasury ETF position peaked at $1.45M in Q1 2020.
  • 641 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.