Adams Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Adams Wealth Management’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
2024 Q4	–	Sell	-26,818	Closed	-$657K	–	120
2024 Q3	$657K	Buy	26,818 +1,736	+7%	+$42.2K	0.14%	74
2024 Q2	$604K	Buy	25,082 +4,074	+19%	+$97.7K	0.14%	71
2024 Q1	$506K	Buy	21,008 +1,772	+9%	+$42.8K	0.12%	81
2023 Q4	$466K	Buy	19,236 +1,212	+7%	+$29.1K	0.14%	77
2023 Q3	$432K	Buy	18,024 +3,072	+21%	+$73.6K	0.15%	72
2023 Q2	$359K	Sell	14,952 -120	-0.8%	-$2.91K	0.11%	81
2023 Q1	$368K	Buy	+15,072	New	+$365K	0.12%	86

Other funds holding SCHO

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adams Wealth Management's SCHO Position: Q4 2024 in Review

Adams Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 26,818 shares — an estimated $657K sold.

Adams Wealth Management first reported a position in SCHO in Q1 2023 and held it in 7 quarters. The position peaked at $657K in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Adams Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Adams Wealth Management sold 26,818 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $657K.
Adams Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 7 quarters.
Adams Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $657K in Q3 2024.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Adams Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.