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Clarius Group LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clarius Group LLC’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
-30,098
Closed -$735K – 471
2024
Q3 		$735K Buy
30,098
+338
+1% +$8.22K 0.05% 150
2024
Q2 		$716K Sell
29,760
-1,286
-4% -$30.8K 0.05% 163
2024
Q1 		$748K Sell
31,046
-654
-2% -$15.8K 0.05% 166
2023
Q4 		$768K Sell
31,700
-2,194
-6% -$52.7K 0.06% 163
2023
Q3 		$812K Sell
33,894
-1,226
-3% -$29.4K 0.08% 134
2023
Q2 		$844K Buy
35,120
+3,990
+13% +$96.7K 0.07% 162
2023
Q1 		$759K Sell
31,130
-2,984
-9% -$72.3K 0.06% 171
2022
Q4 		$823K Buy
34,114
+1,760
+5% +$42.4K 0.07% 162
2022
Q3 		$781K Sell
32,354
-33,634
-51% -$823K 0.08% 146
2022
Q2 		$1.62M Buy
65,988
+2,826
+4% +$69.7K 0.16% 82
2022
Q1 		$1.61M Hold
63,162
– – 0.13% 94
2021
Q4 		$1.61M Sell
63,162
-67,452
-52% -$1.72M 0.13% 94
2021
Q3 		$3.34M Sell
130,614
-101,214
-44% -$2.59M 0.3% 45
2021
Q2 		$5.94M Sell
231,828
-111,450
-32% -$2.86M 0.53% 24
2021
Q1 		$8.81M Sell
343,278
-23,760
-6% -$610K 0.86% 21
2020
Q4 		$9.43M Sell
367,038
-8,530
-2% -$219K 1.02% 18
2020
Q3 		$9.67M Sell
375,568
-150,678
-29% -$3.88M 1.24% 16
2020
Q2 		$13.6M Buy
+526,246
New +$13.6M 1.9% 12

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

Clarius Group LLC's SCHO Position: Q4 2024 in Review

Clarius Group LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 30,098 shares — an estimated $735K sold.

Clarius Group LLC first reported a position in SCHO in Q2 2020 and held it in 18 quarters. The position peaked at $13.6M in Q2 2020. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Clarius Group LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Clarius Group LLC sold 30,098 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $735K.
  • Clarius Group LLC first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 18 quarters.
  • Clarius Group LLC's Schwab Short-Term US Treasury ETF position peaked at $13.6M in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Clarius Group LLC's 13F filing for Q4 2024, filed 16 Jan 2025.