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Diversified’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Diversified’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
Q3 		$230K Buy
9,398
+24
+0.3% +$583 0.03% 213
2024
Q2 		$226K Buy
+9,374
New +$225K 0.03% 209
2023
Q1 		– Sell
-8,740
Closed -$211K – 159
2022
Q4 		$211K Buy
+8,740
New +$211K 0.08% 144

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Diversified's SCHO Position: Q3 2024 in Review

Diversified increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.26% in Q3 2024, buying an estimated $583 and bringing the position to 9,398 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #213.

Diversified first reported a position in SCHO in Q4 2022 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Diversified held 9,398 shares of Schwab Short-Term US Treasury ETF worth $230K as of Q3 2024.
  • Diversified bought 24 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $583.
  • Schwab Short-Term US Treasury ETF made up 0.03% of Diversified's portfolio in Q3 2024, its #213 holding.
  • Diversified first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.