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Cedar Brook Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cedar Brook Financial Partners’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
-73,622
Closed -$1.77M – 333
2024
Q1 		$1.77M Buy
73,622
+18,776
+34% +$453K 0.35% 65
2023
Q4 		$1.33M Buy
54,846
+44,448
+427% +$1.07M 0.3% 86
2023
Q3 		$249K Sell
10,398
-1,958
-16% -$46.9K 0.07% 295
2023
Q2 		$297K Buy
12,356
+50
+0.4% +$1.21K 0.07% 284
2023
Q1 		$300K Buy
12,306
+2,700
+28% +$65.4K 0.08% 269
2022
Q4 		$232K Buy
9,606
+70
+0.7% +$1.69K 0.07% 315
2022
Q3 		$230K Buy
9,536
+1,248
+15% +$30.5K 0.07% 297
2022
Q2 		$204K Sell
8,288
-82,944
-91% -$2.04M 0.06% 323
2022
Q1 		$2.26M Buy
91,232
+750
+0.8% +$18.8K 0.59% 38
2021
Q4 		$2.3M Buy
90,482
+8,452
+10% +$215K 0.59% 38
2021
Q3 		$2.1M Buy
82,030
+2,102
+3% +$53.9K 0.63% 37
2021
Q2 		$2.05M Sell
79,928
-2,756
-3% -$70.7K 0.59% 36
2021
Q1 		$2.12M Buy
82,684
+1,472
+2% +$37.8K 0.73% 29
2020
Q4 		$2.09M Buy
81,212
+10,122
+14% +$260K 0.74% 29
2020
Q3 		$1.83M Sell
71,090
-50,402
-41% -$1.3M 0.72% 29
2020
Q2 		$3.14M Buy
121,492
+44,262
+57% +$1.14M 1.4% 11
2020
Q1 		$2M Buy
77,230
+60,582
+364% +$1.54M 1.11% 16
2019
Q4 		$420K Buy
+16,648
New +$421K 0.18% 156

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Brook Financial Partners's SCHO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 73,622 shares — an estimated $1.77M sold.

Cedar Brook Financial Partners first reported a position in SCHO in Q4 2019 and held it in 18 quarters. The position peaked at $3.14M in Q2 2020. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 73,622 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $1.77M.
  • Cedar Brook Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 18 quarters.
  • Cedar Brook Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $3.14M in Q2 2020.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.