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Cooperman Leon G’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cooperman Leon G’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
Q1 		– Sell
-27,728
Closed -$672K – 52
2023
Q4 		$672K Hold
27,728
– – 0.03% 41
2023
Q3 		$664K Hold
27,728
– – 0.03% 43
2023
Q2 		$666K Buy
27,728
+13,786
+99% +$334K 0.04% 42
2023
Q1 		$340K Buy
+13,942
New +$338K 0.02% 48
2022
Q1 		– Sell
-61,088
Closed -$1.55M – 57
2021
Q4 		$1.55M Buy
61,088
+6,696
+12% +$171K 0.08% 48
2021
Q3 		$1.39M Hold
54,392
– – 0.07% 47
2021
Q2 		$1.39M Buy
+54,392
New +$1.39M 0.08% 48

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooperman Leon G's SCHO Position: Q1 2024 in Review

Cooperman Leon G sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 27,728 shares — an estimated $672K sold.

Cooperman Leon G first reported a position in SCHO in Q2 2021 and held it in 7 quarters. The position peaked at $1.55M in Q4 2021. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Cooperman Leon G reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Cooperman Leon G sold 27,728 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $672K.
  • Cooperman Leon G first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 7 quarters.
  • Cooperman Leon G's Schwab Short-Term US Treasury ETF position peaked at $1.55M in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Cooperman Leon G's 13F filing for Q1 2024, filed 15 May 2024.