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

Cassady Schiller 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 		$3.13K Hold
130
– – ﹤0.01% 499
2024
Q3 		$3.18K Hold
130
– – ﹤0.01% 367
2024
Q2 		$3.13K Hold
130
– – ﹤0.01% 368
2024
Q1 		$3.13K Buy
+130
New +$3.14K ﹤0.01% 397

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHO Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2024 at 130 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Cassady Schiller Wealth Management first reported a position in SCHO in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.18K in Q3 2024. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Cassady Schiller Wealth Management held 130 shares of Schwab Short-Term US Treasury ETF worth $3.13K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2024.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #499 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $3.18K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.