Aspen Wealth Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Aspen Wealth Strategies’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 Q1	–	Sell	-230,076	Closed	-$5.54M	–	84
2024 Q4	$5.54M	Buy	230,076 +13,366	+6%	+$324K	3.54%	7
2024 Q3	$5.31M	Buy	216,710 +6,902	+3%	+$168K	3.42%	7
2024 Q2	$5.07M	Sell	209,808 -1,868	-0.9%	-$44.8K	3.53%	7
2024 Q1	$5.1M	Buy	211,676 +6,926	+3%	+$167K	3.52%	7
2023 Q4	$4.96M	Buy	204,750 +77,732	+61%	+$1.87M	3.61%	7
2023 Q3	$3.04M	Buy	127,018 +2,988	+2%	+$71.6K	2.37%	9
2023 Q2	$2.98M	Sell	124,030 -11,798	-9%	-$286K	2.26%	10
2023 Q1	$3.31M	Buy	135,828 +4,438	+3%	+$107K	2.57%	9
2022 Q4	$3.17M	Buy	+131,390	New	+$3.17M	2.54%	9

Other funds holding SCHO

Bank of America

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthfront Advisers

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