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Websterrogers Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Websterrogers Financial Advisors’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
-34,885
Closed -$851K – 95
2025
Q3 		$851K Buy
34,885
+335
+1% +$8.15K 0.26% 44
2025
Q2 		$842K Buy
34,550
+353
+1% +$8.58K 0.27% 43
2025
Q1 		$832K Buy
34,197
+240
+0.7% +$5.81K 0.28% 43
2024
Q4 		$817K Buy
33,957
+451
+1% +$10.9K 0.28% 44
2024
Q3 		$821K Sell
33,506
-2,146
-6% -$52.2K 0.29% 43
2024
Q2 		$858K Buy
35,652
+358
+1% +$8.59K 0.31% 43
2024
Q1 		$851K Sell
35,294
-470
-1% -$11.3K 0.3% 44
2023
Q4 		$866K Sell
35,764
-728
-2% -$17.5K 0.36% 37
2023
Q3 		$874K Buy
36,492
+254
+0.7% +$6.09K 0.38% 38
2023
Q2 		$871K Buy
+36,238
New +$879K 0.38% 37
2022
Q4 		– Sell
-8,428
Closed -$203K – 62
2022
Q3 		$203K Sell
8,428
-39,740
-83% -$972K 0.11% 50
2022
Q2 		$1.19M Sell
48,168
-23,438
-33% -$578K 0.58% 19
2022
Q1 		$1.77M Sell
71,606
-284,638
-80% -$7.15M 0.91% 20
2021
Q4 		$9.06M Sell
356,244
-185,264
-34% -$4.72M 2.05% 10
2021
Q3 		$13.9M Buy
541,508
+23,906
+5% +$613K 3.21% 7
2021
Q2 		$13.3M Sell
517,602
-17,724
-3% -$455K 3.17% 6
2021
Q1 		$13.7M Sell
535,326
-7,200
-1% -$185K 3.71% 6
2020
Q4 		$13.9M Buy
+542,526
New +$14M 4.07% 6

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Websterrogers Financial Advisors's SCHO Position: Q4 2025 in Review

Websterrogers Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 34,885 shares — an estimated $851K sold.

Websterrogers Financial Advisors first reported a position in SCHO in Q4 2020 and held it in 18 quarters. The position peaked at $13.9M in Q4 2020. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Websterrogers Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 34,885 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $851K.
  • Websterrogers Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 18 quarters.
  • Websterrogers Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $13.9M in Q4 2020.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Websterrogers Financial Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.