Curi Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Curi Wealth Management’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	-15,170	Closed	-$367K	–	121
2023 Q4	$367K	Buy	15,170 +2,492	+20%	+$59.8K	0.05%	103
2023 Q3	$304K	Buy	12,678 +266	+2%	+$6.38K	0.05%	114
2023 Q2	$298K	Hold	12,412	–	–	0.04%	128
2023 Q1	$303K	Buy	+12,412	New	+$301K	0.04%	124
2022 Q3	–	Sell	-36	Closed	-$1K	–	600
2022 Q2	$1K	Buy	36 +2	+6%	+$49	﹤0.01%	592
2022 Q1	$0	Hold	34	–	–	﹤0.01%	632
2021 Q4	$0	Buy	+34	New	+$867	﹤0.01%	588
2021 Q1	–	Sell	-34	Closed	–	–	413
2020 Q4	$0	Buy	+34	New	+$874	﹤0.01%	497

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi Wealth Management's SCHO Position: Q1 2024 in Review

Curi Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 15,170 shares — an estimated $367K sold.

Curi Wealth Management first reported a position in SCHO in Q4 2020 and held it in 8 quarters. The position peaked at $367K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Curi Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 15,170 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $367K.
Curi Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $367K in Q4 2023.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.