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Custom Portfolio Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Custom Portfolio 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
Q2 		$94.9K Hold
3,944
– – 0.07% 76
2024
Q1 		$95.1K Hold
3,944
– – 0.08% 74
2023
Q4 		$95.5K Buy
+3,944
New +$94.7K 0.09% 65

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Custom Portfolio Group's SCHO Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2024 at 3,944 shares worth $94.9K. The position accounts for 0.07% of the portfolio, ranked #76.

Custom Portfolio Group first reported a position in SCHO in Q4 2023 and has held it in 3 quarters since. The position peaked at $95.5K in Q4 2023. 585 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Custom Portfolio Group held 3,944 shares of Schwab Short-Term US Treasury ETF worth $94.9K as of Q2 2024.
  • Custom Portfolio Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2024.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Custom Portfolio Group's portfolio in Q2 2024, its #76 holding.
  • Custom Portfolio Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab Short-Term US Treasury ETF position peaked at $95.5K in Q4 2023.
  • 585 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.