Berger Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Berger Financial Group’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	-11,768	Closed	-$284K	–	376
2024 Q1	$284K	Buy	11,768 +1,828	+18%	+$44.1K	0.02%	286
2023 Q4	$241K	Buy	+9,940	New	+$239K	0.02%	270
2022 Q4	–	Sell	-8,754	Closed	-$211K	–	270
2022 Q3	$211K	Hold	8,754	–	–	0.03%	226
2022 Q2	$215K	Hold	8,754	–	–	0.03%	226
2022 Q1	$217K	Hold	8,754	–	–	0.03%	254
2021 Q4	$223K	Buy	+8,754	New	+$223K	0.03%	240

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

Berger Financial Group's SCHO Position: Q2 2024 in Review

Berger Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 11,768 shares — an estimated $284K sold.

Berger Financial Group first reported a position in SCHO in Q4 2021 and held it in 6 quarters. The position peaked at $284K in Q1 2024. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Berger Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Berger Financial Group sold 11,768 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $284K.
Berger Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 6 quarters.
Berger Financial Group's Schwab Short-Term US Treasury ETF position peaked at $284K in Q1 2024.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Berger Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.