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

Evolution Advisers’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
Q4 		– Sell
-14
Closed – – 186
2024
Q3 		$0 Hold
14
– – ﹤0.01% 188
2024
Q2 		$0 Buy
+14
New +$336 ﹤0.01% 192

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Advisers's SCHO Position: Q4 2024 in Review

Evolution Advisers sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 14 shares.

Evolution Advisers first reported a position in SCHO in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Evolution Advisers reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 14 Schwab Short-Term US Treasury ETF shares in Q4 2024.
  • Evolution Advisers first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Evolution Advisers's Schwab Short-Term US Treasury ETF position peaked at $0 in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.