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

Cedar 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 		– Sell
-88,484
Closed -$2.17M – 234
2024
Q3 		$2.17M Buy
88,484
+10,814
+14% +$263K 0.67% 23
2024
Q2 		$1.87M Sell
77,670
-11,684
-13% -$280K 0.61% 23
2024
Q1 		$2.15M Buy
89,354
+2,654
+3% +$64.1K 0.71% 22
2023
Q4 		$2.1M Sell
86,700
-24,026
-22% -$577K 0.76% 20
2023
Q3 		$2.65M Sell
110,726
-50,040
-31% -$1.2M 1.05% 19
2023
Q2 		$3.86M Sell
160,766
-48,416
-23% -$1.17M 1.49% 13
2023
Q1 		$5.1M Sell
209,182
-63,356
-23% -$1.53M 2.09% 11
2022
Q4 		$6.57M Buy
+272,538
New +$6.57M 3.25% 7
2022
Q2 		– Sell
-2,018
Closed -$50K – 367
2022
Q1 		$50K Sell
2,018
-8,144
-80% -$205K 0.02% 182
2021
Q4 		$258K Buy
10,162
+3,650
+56% +$93.1K 0.1% 109
2021
Q3 		$167K Buy
6,512
+458
+8% +$11.7K 0.07% 113
2021
Q2 		$155K Buy
6,054
+3,412
+129% +$87.5K 0.07% 117
2021
Q1 		$68K Buy
2,642
+758
+40% +$19.5K 0.03% 144
2020
Q4 		$48K Hold
1,884
– – 0.03% 139
2020
Q3 		$49K Hold
1,884
– – 0.03% 133
2020
Q2 		$49K Sell
1,884
-28
-1% -$723 0.03% 127
2020
Q1 		$49K Buy
1,912
+514
+37% +$13.1K 0.03% 125
2019
Q4 		$35K Sell
1,398
-4,266
-75% -$108K 0.02% 103
2019
Q3 		$143K Buy
5,664
+3,658
+182% +$92.5K 0.1% 76
2019
Q2 		$51K Buy
2,006
+332
+20% +$8.34K 0.03% 106
2019
Q1 		$42K Buy
+1,674
New +$41.8K 0.03% 108

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cedar Wealth Management's SCHO Position: Q4 2024 in Review

Cedar Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 88,484 shares — an estimated $2.17M sold.

Cedar Wealth Management first reported a position in SCHO in Q1 2019 and held it in 21 quarters. The position peaked at $6.57M in Q4 2022. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 88,484 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $2.17M.
  • Cedar Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 21 quarters.
  • Cedar Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $6.57M in Q4 2022.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.