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Clarkston Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clarkston Capital 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
2025
Q1 		– Sell
-644
Closed -$15.5K – 159
2024
Q4 		$15.5K Buy
644
+12
+2% +$291 ﹤0.01% 157
2024
Q3 		$15.5K Hold
632
– – ﹤0.01% 151
2024
Q2 		$15.2K Hold
632
– – ﹤0.01% 150
2024
Q1 		$15.2K Sell
632
-368
-37% -$8.89K ﹤0.01% 151
2023
Q4 		$24.2K Sell
1,000
-826
-45% -$19.8K ﹤0.01% 155
2023
Q3 		$43.7K Hold
1,826
– – ﹤0.01% 151
2023
Q2 		$43.9K Sell
1,826
-188
-9% -$4.56K ﹤0.01% 156
2023
Q1 		$49.1K Buy
2,014
+4
+0.2% +$97 ﹤0.01% 155
2022
Q4 		$48.5K Buy
2,010
+102
+5% +$2.46K ﹤0.01% 167
2022
Q3 		$46K Hold
1,908
– – ﹤0.01% 166
2022
Q2 		$47K Sell
1,908
-98
-5% -$2.42K ﹤0.01% 174
2022
Q1 		$50K Buy
2,006
+28
+1% +$703 ﹤0.01% 183
2021
Q4 		$50K Buy
1,978
+2
+0.1% +$51 ﹤0.01% 171
2021
Q3 		$51K Buy
1,976
+214
+12% +$5.48K ﹤0.01% 164
2021
Q2 		$45K Hold
1,762
– – ﹤0.01% 163
2021
Q1 		$45K Sell
1,762
-22
-1% -$565 ﹤0.01% 163
2020
Q4 		$46K Sell
1,784
-84
-4% -$2.16K ﹤0.01% 125
2020
Q3 		$48K Buy
1,868
+30
+2% +$773 ﹤0.01% 115
2020
Q2 		$47K Sell
1,838
-126
-6% -$3.25K ﹤0.01% 105
2020
Q1 		$51K Buy
1,964
+50
+3% +$1.27K ﹤0.01% 98
2019
Q4 		$48K Buy
1,914
+96
+5% +$2.43K ﹤0.01% 108
2019
Q3 		$45K Buy
+1,818
New +$46K ﹤0.01% 103

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clarkston Capital Partners's SCHO Position: Q1 2025 in Review

Clarkston Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2025, closing a stake of 644 shares — an estimated $15.5K sold.

Clarkston Capital Partners first reported a position in SCHO in Q3 2019 and held it in 22 quarters. The position peaked at $51K in Q3 2021. 643 funds tracked by Wall St. Rank hold SCHO as of Q1 2025.

  • Clarkston Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Clarkston Capital Partners sold 644 Schwab Short-Term US Treasury ETF shares in Q1 2025, an estimated $15.5K.
  • Clarkston Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 22 quarters.
  • Clarkston Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $51K in Q3 2021.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.