Cetera Advisor Networks’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cetera Advisor Networks’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 Q1	$2.24M	Sell	93,062 -6,842	-7%	-$165K	0.01%	964
2023 Q4	$2.42M	Buy	99,904 +18,620	+23%	+$447K	0.01%	885
2023 Q3	$1.95M	Sell	81,284 -84,714	-51%	-$2.03M	0.01%	906
2023 Q2	$3.99M	Buy	165,998 +75,662	+84%	+$1.83M	0.03%	582
2023 Q1	$2.2M	Buy	90,336 +36,136	+67%	+$875K	0.02%	804
2022 Q4	$1.31M	Buy	54,200 +30,956	+133%	+$746K	0.01%	1031
2022 Q3	$561K	Buy	23,244 +1,174	+5%	+$28.7K	0.01%	1208
2022 Q2	$543K	Sell	22,070 -2,352	-10%	-$58K	0.01%	1213
2022 Q1	$605K	Sell	24,422 -490	-2%	-$12.3K	0.01%	1182
2021 Q4	$633K	Sell	24,912 -7,490	-23%	-$191K	0.01%	1130
2021 Q3	$829K	Buy	32,402 +2,348	+8%	+$60.2K	0.01%	936
2021 Q2	$770K	Buy	30,054 +6,734	+29%	+$173K	0.01%	949
2021 Q1	$598K	Buy	23,320 +1,436	+7%	+$36.9K	0.01%	790
2020 Q4	$562K	Buy	21,884 +126	+0.6%	+$3.24K	0.01%	742
2020 Q3	$560K	Buy	21,758 +3,794	+21%	+$97.8K	0.01%	673
2020 Q2	$464K	Sell	17,964 -29,644	-62%	-$765K	0.01%	724
2020 Q1	$1.23M	Buy	+47,608	New	+$1.21M	0.04%	361

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisor Networks's SCHO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.8% in Q1 2024, selling an estimated $165K and leaving 93,062 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #964.

Cetera Advisor Networks first reported a position in SCHO in Q1 2020 and has held it in 17 quarters since. The position peaked at $3.99M in Q2 2023. 600 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Cetera Advisor Networks held 93,062 shares of Schwab Short-Term US Treasury ETF worth $2.24M as of Q1 2024.
Cetera Advisor Networks sold 6,842 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $165K.
Schwab Short-Term US Treasury ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #964 holding.
Cetera Advisor Networks first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 17 quarters since.
Cetera Advisor Networks's Schwab Short-Term US Treasury ETF position peaked at $3.99M in Q2 2023.
600 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.