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

Whipplewood 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
Q3 		– Sell
-470
Closed -$11.5K – 1001
2025
Q2 		$11.5K Sell
470
-42,065
-99% -$1.02M 0.01% 550
2025
Q1 		$11.4K Buy
42,535
+42,065
+8,950% +$1.02M 0.01% 541
2024
Q4 		$11.3K Buy
+470
New +$11.4K 0.01% 537

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whipplewood Advisors's SCHO Position: Q3 2025 in Review

Whipplewood Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 470 shares — an estimated $11.5K sold.

Whipplewood Advisors first reported a position in SCHO in Q4 2024 and held it in 3 quarters. The position peaked at $11.5K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Whipplewood Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 470 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $11.5K.
  • Whipplewood Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Schwab Short-Term US Treasury ETF position peaked at $11.5K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.