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

Clear Point 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	-4,774	Closed	-$117K	–	452
2024 Q3	$117K	Buy	+4,774	New	+$116K	0.09%	137
2024 Q2	–	Sell	-4,894	Closed	-$118K	–	588
2024 Q1	$118K	Sell	4,894 -1,486	-23%	-$35.9K	0.1%	138
2023 Q4	$155K	Buy	+6,380	New	+$153K	0.14%	111

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Clear Point Advisors's SCHO Position: Q4 2024 in Review

Clear Point Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 4,774 shares — an estimated $117K sold.

Clear Point Advisors first reported a position in SCHO in Q4 2023 and held it in 3 quarters. The position peaked at $155K in Q4 2023. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Clear Point Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 4,774 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $117K.
Clear Point Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 3 quarters.
Clear Point Advisors's Schwab Short-Term US Treasury ETF position peaked at $155K in Q4 2023.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.