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

Claro 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
Q4 		– Sell
-11,044
Closed -$270K – 537
2024
Q3 		$270K Sell
11,044
-262
-2% -$6.37K 0.03% 409
2024
Q2 		$272K Buy
11,306
+462
+4% +$11.1K 0.04% 346
2024
Q1 		$261K Sell
10,844
-708
-6% -$17.1K 0.05% 349
2023
Q4 		$280K Buy
+11,552
New +$277K 0.06% 302
2023
Q3 		– Sell
-12,136
Closed -$292K – 393
2023
Q2 		$292K Buy
+12,136
New +$294K 0.07% 267

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