AC
SCHO icon

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

AlphaCore 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
2024
Q1 		– Sell
-4,286
Closed -$104K – 337
2023
Q4 		$104K Buy
4,286
+60
+1% +$1.44K 0.02% 254
2023
Q3 		$101K Sell
4,226
-3,082
-42% -$73.9K 0.02% 241
2023
Q2 		$176K Buy
7,308
+64
+0.9% +$1.55K 0.03% 201
2023
Q1 		$177K Buy
+7,244
New +$175K 0.05% 134

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AlphaCore Capital's SCHO Position: Q1 2024 in Review

AlphaCore Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 4,286 shares — an estimated $104K sold.

AlphaCore Capital first reported a position in SCHO in Q1 2023 and held it in 4 quarters. The position peaked at $177K in Q1 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • AlphaCore Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • AlphaCore Capital sold 4,286 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $104K.
  • AlphaCore Capital first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and held it in 4 quarters.
  • AlphaCore Capital's Schwab Short-Term US Treasury ETF position peaked at $177K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on AlphaCore Capital's 13F filing for Q1 2024, filed 15 May 2024.