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

Bell 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	-188	Closed	-$4.58K	–	1944
2024 Q3	$4.58K	Buy	188 +2	+1%	+$49	﹤0.01%	975
2024 Q2	$4.46K	Buy	186 +2	+1%	+$48	﹤0.01%	977
2024 Q1	$4.42K	Sell	184 -1,034	-85%	-$25K	﹤0.01%	993
2023 Q4	$29.5K	Sell	1,218 -48	-4%	-$1.15K	0.01%	269
2023 Q3	$30.3K	Sell	1,266 -1,707,420	-100%	-$40.9M	0.01%	243
2023 Q2	$41.1M	Buy	1,708,686 +57,146	+3%	+$1.39M	9.11%	2
2023 Q1	$40.3M	Buy	1,651,540 +132,224	+9%	+$3.2M	9.43%	2
2022 Q4	$36.6M	Buy	1,519,316 +227,544	+18%	+$5.49M	9.12%	2
2022 Q3	$31.2M	Buy	1,291,772 +199,376	+18%	+$4.88M	9.68%	2
2022 Q2	$26.9M	Buy	+1,092,396	New	+$26.9M	8.24%	2
2021 Q4	$27.4M	Buy	1,077,020 +51,850	+5%	+$1.32M	7.51%	4
2021 Q3	$26.2M	Buy	+1,025,170	New	+$26.3M	7.77%	4

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Bell Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 188 shares — an estimated $4.58K sold.

Bell Investment Advisors first reported a position in SCHO in Q3 2021 and held it in 12 quarters. The position peaked at $41.1M in Q2 2023. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Bell Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 188 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $4.58K.
Bell Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 12 quarters.
Bell Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $41.1M in Q2 2023.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.