Clean Yield Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-13,000	Closed	-$313K	–	488
2024 Q2	$313K	Hold	13,000	–	–	0.12%	102
2024 Q1	$313K	Hold	13,000	–	–	0.12%	103
2023 Q4	$315K	Sell	13,000 -29,600	-69%	-$711K	0.13%	101
2023 Q3	$1.02M	Buy	42,600 +180	+0.4%	+$4.32K	0.45%	52
2023 Q2	$1.02M	Sell	42,420 -8,400	-17%	-$204K	0.42%	52
2023 Q1	$1.24M	Sell	50,820 -1,378	-3%	-$33.4K	0.53%	48
2022 Q4	$1.26M	Buy	52,198 +26,398	+102%	+$636K	0.54%	52
2022 Q3	$623K	Buy	25,800 +11,800	+84%	+$289K	0.29%	73
2022 Q2	$344K	Buy	+14,000	New	+$345K	0.14%	100

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clean Yield Group's SCHO Position: Q3 2024 in Review

Clean Yield Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 13,000 shares — an estimated $313K sold.

Clean Yield Group first reported a position in SCHO in Q2 2022 and held it in 9 quarters. The position peaked at $1.26M in Q4 2022. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Clean Yield Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Clean Yield Group sold 13,000 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $313K.
Clean Yield Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 9 quarters.
Clean Yield Group's Schwab Short-Term US Treasury ETF position peaked at $1.26M in Q4 2022.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.