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Carmichael Hill & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Carmichael Hill & Associates’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
Q3 		$299K Buy
12,190
+2,246
+23% +$54.6K 0.11% 148
2024
Q2 		$239K Buy
9,944
+2,964
+42% +$71.1K 0.09% 156
2024
Q1 		$168K Buy
6,980
+768
+12% +$18.5K 0.07% 202
2023
Q4 		$151K Buy
6,212
+82
+1% +$1.97K 0.06% 214
2023
Q3 		$147K Buy
6,130
+106
+2% +$2.54K 0.07% 202
2023
Q2 		$145K Sell
6,024
-1,332
-18% -$32.3K 0.06% 208
2023
Q1 		$179K Buy
7,356
+718
+11% +$17.4K 0.09% 169
2022
Q4 		$160K Sell
6,638
-564
-8% -$13.6K 0.08% 186
2022
Q3 		$174K Buy
7,202
+656
+10% +$16K 0.09% 167
2022
Q2 		$161K Sell
6,546
-918
-12% -$22.6K 0.08% 182
2022
Q1 		$185K Buy
7,464
+36
+0.5% +$904 0.09% 182
2021
Q4 		$189K Buy
7,428
+18
+0.2% +$459 0.08% 188
2021
Q3 		$190K Buy
7,410
+580
+8% +$14.9K 0.09% 172
2021
Q2 		$175K Buy
6,830
+638
+10% +$16.4K 0.09% 183
2021
Q1 		$159K Sell
6,192
-132
-2% -$3.39K 0.09% 181
2020
Q4 		$162K Buy
6,324
+888
+16% +$22.8K 0.1% 167
2020
Q3 		$140K Buy
5,436
+220
+4% +$5.67K 0.09% 173
2020
Q2 		$135K Buy
5,216
+42
+0.8% +$1.08K 0.1% 160
2020
Q1 		$134K Sell
5,174
-68
-1% -$1.73K 0.12% 138
2019
Q4 		$132K Buy
+5,242
New +$132K 0.09% 169

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Carmichael Hill & Associates's SCHO Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 23% in Q3 2024, buying an estimated $54.6K and bringing the position to 12,190 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #148.

Carmichael Hill & Associates first reported a position in SCHO in Q4 2019 and has held it in 20 quarters since. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Carmichael Hill & Associates held 12,190 shares of Schwab Short-Term US Treasury ETF worth $299K as of Q3 2024.
  • Carmichael Hill & Associates bought 2,246 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $54.6K.
  • Schwab Short-Term US Treasury ETF made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #148 holding.
  • Carmichael Hill & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 20 quarters since.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.