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

Angeles Investment 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
2024
Q4 		– Sell
-18,740
Closed -$459K – 217
2024
Q3 		$459K Buy
18,740
+1,840
+11% +$44.7K 0.02% 110
2024
Q2 		$407K Buy
+16,900
New +$405K 0.02% 125
2021
Q4 		– Sell
-830
Closed -$21K – 262
2021
Q3 		$21K Buy
+830
New +$21.3K ﹤0.01% 235

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Angeles Investment Advisors's SCHO Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 18,740 shares — an estimated $459K sold.

Angeles Investment Advisors first reported a position in SCHO in Q3 2021 and held it in 3 quarters. The position peaked at $459K in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 18,740 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $459K.
  • Angeles Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 3 quarters.
  • Angeles Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $459K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.