Advocate Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Advocate Group’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 Q2	–	Sell	-12,182	Closed	-$294K	–	125
2024 Q1	$294K	Hold	12,182	–	–	0.06%	104
2023 Q4	$295K	Sell	12,182 -16,054	-57%	-$386K	0.06%	104
2023 Q3	$676K	Buy	28,236 +364	+1%	+$8.72K	0.16%	88
2023 Q2	$670K	Sell	27,872 -104,464	-79%	-$2.53M	0.15%	86
2023 Q1	$3.23M	Sell	132,336 -61,526	-32%	-$1.49M	0.7%	56
2022 Q4	$4.68M	Buy	193,862 +130,986	+208%	+$3.16M	1.01%	39
2022 Q3	$1.52M	Sell	62,876 -131,950	-68%	-$3.23M	0.38%	62
2022 Q2	$4.79M	Buy	+194,826	New	+$4.8M	1.12%	38

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Advocate Group's SCHO Position: Q2 2024 in Review

Advocate Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 12,182 shares — an estimated $294K sold.

Advocate Group first reported a position in SCHO in Q2 2022 and held it in 8 quarters. The position peaked at $4.79M in Q2 2022. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Advocate Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Advocate Group sold 12,182 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $294K.
Advocate Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 8 quarters.
Advocate Group's Schwab Short-Term US Treasury ETF position peaked at $4.79M in Q2 2022.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Advocate Group's 13F filing for Q2 2024, filed 10 Jul 2024.