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

FAS 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
Q4 		– Sell
-518
Closed -$12.7K – 449
2024
Q3 		$12.7K Hold
518
– – ﹤0.01% 403
2024
Q2 		$12.5K Hold
518
– – ﹤0.01% 398
2024
Q1 		$12.5K Buy
+518
New +$12.5K ﹤0.01% 404
2019
Q3 		– Sell
-12,428
Closed -$314K – 193
2019
Q2 		$314K Sell
12,428
-2,728
-18% -$68.5K 0.06% 159
2019
Q1 		$380K Buy
+15,156
New +$378K 0.07% 150

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 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FAS Wealth Partners's SCHO Position: Q4 2024 in Review

FAS Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 518 shares — an estimated $12.7K sold.

FAS Wealth Partners first reported a position in SCHO in Q1 2019 and held it in 5 quarters. The position peaked at $380K in Q1 2019. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • FAS Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • FAS Wealth Partners sold 518 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $12.7K.
  • FAS Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 5 quarters.
  • FAS Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $380K in Q1 2019.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on FAS Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.