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

Wedmont Private 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
Q4 		– Sell
-43,635
Closed -$1.06M – 838
2025
Q3 		$1.06M Buy
+43,635
New +$1.06M 0.04% 266

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 $424B AUM 22.96% 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 $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Wedmont Private Capital's SCHO Position: Q4 2025 in Review

Wedmont Private Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2025, closing a stake of 43,635 shares — an estimated $1.06M sold.

Wedmont Private Capital first reported a position in SCHO in Q3 2025 and held it in 1 quarter. The position peaked at $1.06M in Q3 2025. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

  • Wedmont Private Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 43,635 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $1.06M.
  • Wedmont Private Capital first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Wedmont Private Capital's Schwab Short-Term US Treasury ETF position peaked at $1.06M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

Based on Wedmont Private Capital's 13F filing for Q4 2025, filed 8 Jan 2026.