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

Aspire Private 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 Q2	–	Sell	-138	Closed	-$3.33K	–	738
2024 Q1	$3.33K	Buy	+138	New	+$3.33K	﹤0.01%	532
2022 Q1	–	Sell	-1,818	Closed	-$46K	–	664
2021 Q4	$46K	Buy	+1,818	New	+$46.3K	0.01%	225

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

Aspire Private Capital's SCHO Position: Q2 2024 in Review

Aspire Private Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 138 shares — an estimated $3.33K sold.

Aspire Private Capital first reported a position in SCHO in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Aspire Private Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 138 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $3.33K.
Aspire Private Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 2 quarters.
Aspire Private Capital's Schwab Short-Term US Treasury ETF position peaked at $46K in Q4 2021.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.