Webster Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Webster Bank’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	-222	Closed	-$5.4K	–	692
2025 Q1	$5.4K	Hold	222	–	–	﹤0.01%	522
2024 Q4	$5.34K	Hold	222	–	–	﹤0.01%	526
2024 Q3	$5.44K	Hold	222	–	–	﹤0.01%	532
2024 Q2	$5.34K	Hold	222	–	–	﹤0.01%	543
2024 Q1	$5.35K	Hold	222	–	–	﹤0.01%	531
2023 Q4	$5.38K	Hold	222	–	–	﹤0.01%	528
2023 Q3	$5.32K	Hold	222	–	–	﹤0.01%	510
2023 Q2	$5.33K	Hold	222	–	–	﹤0.01%	503
2023 Q1	$5.42K	Hold	222	–	–	﹤0.01%	515
2022 Q4	$5K	Hold	222	–	–	﹤0.01%	496
2022 Q3	$5K	Hold	222	–	–	﹤0.01%	493
2022 Q2	$5K	Hold	222	–	–	﹤0.01%	494
2022 Q1	$5K	Hold	222	–	–	﹤0.01%	509
2021 Q4	$6K	Hold	222	–	–	﹤0.01%	509
2021 Q3	$6K	Hold	222	–	–	﹤0.01%	495
2021 Q2	$6K	Hold	222	–	–	﹤0.01%	487
2021 Q1	$6K	Buy	+222	New	+$5.7K	﹤0.01%	494

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Webster Bank's SCHO Position: Q2 2025 in Review

Webster Bank sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 222 shares — an estimated $5.4K sold.

Webster Bank first reported a position in SCHO in Q1 2021 and held it in 17 quarters. The position peaked at $6K in Q4 2021. 657 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

Webster Bank reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Webster Bank sold 222 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $5.4K.
Webster Bank first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 17 quarters.
Webster Bank's Schwab Short-Term US Treasury ETF position peaked at $6K in Q4 2021.
657 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Webster Bank's 13F filing for Q2 2025, filed 8 Jul 2025.