AWM
SCHO icon

Avitas Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avitas Wealth Management’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 		$1.47M Buy
60,944
+2,590
+4% +$62.7K 0.2% 107
2024
Q3 		$1.43M Sell
58,354
-12,654
-18% -$308K 0.2% 117
2024
Q2 		$1.71M Buy
71,008
+2,902
+4% +$69.6K 0.25% 100
2024
Q1 		$1.64M Buy
68,106
+2,880
+4% +$69.5K 0.25% 110
2023
Q4 		$1.58M Buy
65,226
+2,782
+4% +$66.8K 0.26% 105
2023
Q3 		$1.5M Buy
62,444
+3,572
+6% +$85.6K 0.28% 95
2023
Q2 		$1.41M Buy
58,872
+1,446
+3% +$35.1K 0.26% 106
2023
Q1 		$1.4M Sell
57,426
-866
-1% -$21K 0.27% 103
2022
Q4 		$1.41M Sell
58,292
-690
-1% -$16.6K 0.3% 91
2022
Q3 		$1.42M Buy
58,982
+1,840
+3% +$45K 0.33% 90
2022
Q2 		$1.41M Buy
57,142
+110
+0.2% +$2.71K 0.31% 102
2022
Q1 		$1.41M Buy
57,032
+1,342
+2% +$33.7K 0.26% 107
2021
Q4 		$1.42M Buy
55,690
+364
+0.7% +$9.28K 0.24% 110
2021
Q3 		$1.42M Buy
55,326
+2,776
+5% +$71.1K 0.26% 118
2021
Q2 		$1.35M Sell
52,550
-142
-0.3% -$3.64K 0.24% 122
2021
Q1 		$1.35M Buy
52,692
+4,410
+9% +$113K 0.26% 118
2020
Q4 		$1.24M Buy
48,282
+1,446
+3% +$37.2K 0.25% 126
2020
Q3 		$1.21M Buy
46,836
+1,046
+2% +$27K 0.34% 104
2020
Q2 		$1.18M Buy
+45,790
New +$1.18M 0.39% 89

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

Avitas Wealth Management's SCHO Position: Q4 2024 in Review

Avitas Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.4% in Q4 2024, buying an estimated $62.7K and bringing the position to 60,944 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #107.

Avitas Wealth Management first reported a position in SCHO in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.71M in Q2 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Avitas Wealth Management held 60,944 shares of Schwab Short-Term US Treasury ETF worth $1.47M as of Q4 2024.
  • Avitas Wealth Management bought 2,590 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $62.7K.
  • Schwab Short-Term US Treasury ETF made up 0.2% of Avitas Wealth Management's portfolio in Q4 2024, its #107 holding.
  • Avitas Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.71M in Q2 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.