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

Cetera Advisors’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 		$5.01M Buy
208,016
+18,378
+10% +$444K 0.04% 460
2023
Q4 		$4.59M Buy
189,638
+56,844
+43% +$1.37M 0.06% 298
2023
Q3 		$3.18M Buy
132,794
+25,646
+24% +$615K 0.05% 344
2023
Q2 		$2.57M Buy
107,148
+21,134
+25% +$512K 0.04% 386
2023
Q1 		$2.1M Buy
86,014
+59,598
+226% +$1.44M 0.03% 432
2022
Q4 		$637K Buy
26,416
+10,600
+67% +$256K 0.01% 858
2022
Q3 		$382K Hold
15,816
– – 0.01% 888
2022
Q2 		$389K Buy
+15,816
New +$390K 0.01% 954
2022
Q1 		– Sell
-8,306
Closed -$211K – 1516
2021
Q4 		$211K Sell
8,306
-300
-3% -$7.65K ﹤0.01% 1294
2021
Q3 		$220K Buy
8,606
+282
+3% +$7.23K ﹤0.01% 1267
2021
Q2 		$213K Sell
8,324
-392
-4% -$10.1K 0.01% 1206
2021
Q1 		$224K Sell
8,716
-1,768
-17% -$45.4K 0.01% 1095
2020
Q4 		$269K Buy
10,484
+140
+1% +$3.6K 0.01% 871
2020
Q3 		$266K Sell
10,344
-8,304
-45% -$214K 0.01% 783
2020
Q2 		$481K Buy
18,648
+288
+2% +$7.44K 0.02% 543
2020
Q1 		$475K Buy
18,360
+5,388
+42% +$137K 0.03% 483
2019
Q4 		$328K Buy
12,972
+1,444
+13% +$36.5K 0.01% 685
2019
Q3 		$291K Buy
+11,528
New +$291K 0.01% 693
2019
Q2 		– Sell
-1,100
Closed -$28K – 1223
2019
Q1 		$28K Buy
+1,100
New +$27.5K ﹤0.01% 1045

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisors's SCHO Position: Q1 2024 in Review

Cetera Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.7% in Q1 2024, buying an estimated $444K and bringing the position to 208,016 shares worth $5.01M. The position accounts for 0.04% of the portfolio, ranked #460.

Cetera Advisors first reported a position in SCHO in Q1 2019 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Cetera Advisors held 208,016 shares of Schwab Short-Term US Treasury ETF worth $5.01M as of Q1 2024.
  • Cetera Advisors bought 18,378 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $444K.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #460 holding.
  • Cetera Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

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