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West Coast Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

West Coast Financial’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
-3,033,672
Closed -$73.8M – 124
2025
Q1 		$73.8M Buy
3,033,672
+576,197
+23% +$14M 8.43% 2
2024
Q4 		$59.1M Buy
2,457,475
+583,031
+31% +$14.1M 6.51% 3
2024
Q3 		$45.9M Buy
1,874,444
+302,774
+19% +$7.36M 5.05% 3
2024
Q2 		$37.8M Buy
1,571,670
+296,042
+23% +$7.1M 4.48% 3
2024
Q1 		$30.7M Buy
1,275,628
+389,978
+44% +$9.42M 3.73% 3
2023
Q4 		$21.5M Buy
885,650
+130,374
+17% +$3.13M 2.82% 4
2023
Q3 		$18.1M Buy
755,276
+33,916
+5% +$813K 2.7% 4
2023
Q2 		$17.3M Buy
721,360
+8,362
+1% +$203K 2.45% 5
2023
Q1 		$17.4M Sell
712,998
-16,656
-2% -$403K 2.66% 4
2022
Q4 		$17.6M Sell
729,654
-212,932
-23% -$5.13M 2.98% 4
2022
Q3 		$22.7M Buy
942,586
+99,042
+12% +$2.42M 4.19% 3
2022
Q2 		$20.7M Buy
843,544
+347,204
+70% +$8.56M 3.68% 4
2022
Q1 		$12.3M Buy
496,340
+10,148
+2% +$255K 1.89% 9
2021
Q4 		$12.4M Buy
486,192
+351,468
+261% +$8.96M 1.77% 11
2021
Q3 		$3.45M Buy
134,724
+29,466
+28% +$755K 0.56% 51
2021
Q2 		$2.7M Buy
105,258
+1,914
+2% +$49.1K 0.44% 53
2021
Q1 		$2.65M Sell
103,344
-20,226
-16% -$519K 0.46% 53
2020
Q4 		$3.17M Sell
123,570
-36,148
-23% -$929K 0.61% 48
2020
Q3 		$4.11M Buy
159,718
+7,306
+5% +$188K 0.93% 40
2020
Q2 		$3.94M Sell
152,412
-185,114
-55% -$4.78M 0.96% 40
2020
Q1 		$8.73M Sell
337,526
-68,882
-17% -$1.75M 2.32% 10
2019
Q4 		$10.3M Buy
406,408
+70,830
+21% +$1.79M 2.19% 12
2019
Q3 		$8.49M Buy
335,578
+105,374
+46% +$2.66M 1.92% 16
2019
Q2 		$5.82M Buy
230,204
+101,662
+79% +$2.55M 1.33% 30
2019
Q1 		$3.23M Buy
128,542
+53,080
+70% +$1.33M 0.76% 42
2018
Q4 		$1.88M Buy
75,462
+31,420
+71% +$779K 0.53% 44
2018
Q3 		$1.09M Buy
44,042
+24,180
+122% +$600K 0.25% 71
2018
Q2 		$494K Buy
+19,862
New +$493K 0.14% 76

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

West Coast Financial's SCHO Position: Q2 2025 in Review

West Coast Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 3,033,672 shares — an estimated $73.8M sold.

West Coast Financial first reported a position in SCHO in Q2 2018 and held it in 28 quarters. The position peaked at $73.8M in Q1 2025. 655 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • West Coast Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 3,033,672 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $73.8M.
  • West Coast Financial first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 28 quarters.
  • West Coast Financial's Schwab Short-Term US Treasury ETF position peaked at $73.8M in Q1 2025.
  • 655 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.