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Elevation Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Elevation Wealth Partners’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 		– Sell
-14,564
Closed -$351K – 536
2024
Q1 		$351K Buy
+14,564
New +$352K 0.18% 80

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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevation Wealth Partners's SCHO Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 14,564 shares — an estimated $351K sold.

Elevation Wealth Partners first reported a position in SCHO in Q1 2024 and held it in 1 quarter. The position peaked at $351K in Q1 2024. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Elevation Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 14,564 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $351K.
  • Elevation Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $351K in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.