CFS
SCHO icon

CRA Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CRA Financial Services’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
-11,128
Closed -$273K – 281
2024
Q3 		$273K Sell
11,128
-3,280
-23% -$79.7K 0.05% 208
2024
Q2 		$347K Sell
14,408
-246
-2% -$5.9K 0.07% 162
2024
Q1 		$353K Buy
14,654
+840
+6% +$20.3K 0.08% 156
2023
Q4 		$335K Buy
13,814
+2,340
+20% +$56.2K 0.08% 145
2023
Q3 		$275K Sell
11,474
-762
-6% -$18.3K 0.08% 159
2023
Q2 		$294K Buy
+12,236
New +$297K 0.08% 152
2022
Q3 		– Sell
-9,038
Closed -$222K – 203
2022
Q2 		$222K Sell
9,038
-1,028
-10% -$25.3K 0.08% 177
2022
Q1 		$249K Sell
10,066
-400
-4% -$10K 0.07% 176
2021
Q4 		$266K Sell
10,466
-20
-0.2% -$510 0.08% 176
2021
Q3 		$268K Sell
10,486
-220
-2% -$5.64K 0.09% 159
2021
Q2 		$274K Sell
10,706
-942
-8% -$24.2K 0.1% 153
2021
Q1 		$299K Hold
11,648
– – 0.12% 127
2020
Q4 		$299K Sell
11,648
-13,358
-53% -$343K 0.13% 119
2020
Q3 		$644K Sell
25,006
-638
-2% -$16.4K 0.31% 71
2020
Q2 		$662K Buy
25,644
+1,384
+6% +$35.7K 0.35% 65
2020
Q1 		$627K Buy
24,260
+14,094
+139% +$359K 0.4% 56
2019
Q4 		$257K Buy
10,166
+990
+11% +$25K 0.14% 119
2019
Q3 		$232K Buy
9,176
+1,244
+16% +$31.5K 0.14% 122
2019
Q2 		$201K Buy
+7,932
New +$199K 0.12% 134

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

CRA Financial Services's SCHO Position: Q4 2024 in Review

CRA Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 11,128 shares — an estimated $273K sold.

CRA Financial Services first reported a position in SCHO in Q2 2019 and held it in 19 quarters. The position peaked at $662K in Q2 2020. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • CRA Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CRA Financial Services sold 11,128 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $273K.
  • CRA Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 19 quarters.
  • CRA Financial Services's Schwab Short-Term US Treasury ETF position peaked at $662K in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.