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

Bluesphere 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 Q2	–	Sell	-82,908	Closed	-$2M	–	103
2024 Q1	$2M	Hold	82,908	–	–	1.11%	17
2023 Q4	$2.01M	Hold	82,908	–	–	1.25%	15
2023 Q3	$1.99M	Hold	82,908	–	–	1.43%	13
2023 Q2	$1.99M	Hold	82,908	–	–	1.39%	15
2023 Q1	$2.02M	Hold	82,908	–	–	1.68%	12
2022 Q4	$2M	Buy	+82,908	New	+$2M	1.77%	10

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

Bluesphere Advisors's SCHO Position: Q2 2024 in Review

Bluesphere Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 82,908 shares — an estimated $2M sold.

Bluesphere Advisors first reported a position in SCHO in Q4 2022 and held it in 6 quarters. The position peaked at $2.02M in Q1 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Bluesphere Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Bluesphere Advisors sold 82,908 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $2M.
Bluesphere Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 6 quarters.
Bluesphere Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.02M in Q1 2023.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Bluesphere Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.