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

Evercore 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
Q3 		– Sell
-19,352
Closed -$466K – 431
2024
Q2 		$466K Buy
+19,352
New +$464K 0.01% 283

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 $374B AUM 17.66% 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 $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's SCHO Position: Q3 2024 in Review

Evercore Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 19,352 shares — an estimated $466K sold.

Evercore Wealth Management first reported a position in SCHO in Q2 2024 and held it in 1 quarter. The position peaked at $466K in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Evercore Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 19,352 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $466K.
  • Evercore Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Evercore Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $466K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.