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Wealth Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wealth Group’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
-41,804
Closed -$1.02M – 138
2025
Q1 		$1.02M Buy
41,804
+9,366
+29% +$227K 0.66% 40
2024
Q4 		$780K Buy
32,438
+5,294
+20% +$128K 0.5% 46
2024
Q3 		$665K Buy
27,144
+6,736
+33% +$164K 0.45% 54
2024
Q2 		$491K Buy
20,408
+1,546
+8% +$37.1K 0.35% 65
2024
Q1 		$455K Buy
+18,862
New +$455K 0.34% 73

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Group's SCHO Position: Q2 2025 in Review

Wealth Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 41,804 shares — an estimated $1.02M sold.

Wealth Group first reported a position in SCHO in Q1 2024 and held it in 5 quarters. The position peaked at $1.02M in Q1 2025. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Wealth Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 41,804 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $1.02M.
  • Wealth Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Schwab Short-Term US Treasury ETF position peaked at $1.02M in Q1 2025.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.