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Financial Advocates Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-6,972
Closed -$235K – 809
2024
Q3 		$235K Buy
+6,972
New +$169K 0.01% 675
2024
Q1 		– Sell
-8,872
Closed -$215K – 805
2023
Q4 		$215K Sell
8,872
-128
-1% -$3.07K 0.01% 668
2023
Q3 		$216K Sell
9,000
-9,098
-50% -$218K 0.02% 633
2023
Q2 		$435K Buy
18,098
+6,698
+59% +$162K 0.03% 435
2023
Q1 		$278K Sell
11,400
-9,434
-45% -$228K 0.02% 578
2022
Q4 		$503K Sell
20,834
-3,466
-14% -$83.6K 0.04% 450
2022
Q3 		$586K Sell
24,300
-2,000
-8% -$48.9K 0.05% 374
2022
Q2 		$647K Sell
26,300
-21,960
-46% -$541K 0.05% 343
2022
Q1 		$1.2M Buy
48,260
+8
+0% +$201 0.08% 268
2021
Q4 		$1.23M Sell
48,252
-2,486
-5% -$63.4K 0.08% 289
2021
Q3 		$1.3M Buy
50,738
+12
+0% +$307 0.09% 264
2021
Q2 		$1.3M Sell
50,726
-15,418
-23% -$395K 0.09% 270
2021
Q1 		$1.7M Sell
66,144
-14,266
-18% -$366K 0.12% 201
2020
Q4 		$2.06M Sell
80,410
-574,092
-88% -$14.8M 0.14% 164
2020
Q3 		$16.9M Sell
654,502
-11,190
-2% -$288K 1.44% 12
2020
Q2 		$17.2M Sell
665,692
-13,208
-2% -$341K 1.63% 8
2020
Q1 		$15.7M Buy
678,900
+158,842
+31% +$4.05M 2.23% 3
2019
Q4 		$13.1M Sell
520,058
-20,720
-4% -$524K 1.4% 8
2019
Q3 		$13.7M Buy
540,778
+102,360
+23% +$2.59M 1.56% 9
2019
Q2 		$11.1M Buy
438,418
+333,350
+317% +$8.37M 1.29% 13
2019
Q1 		$2.64M Sell
105,068
-310,848
-75% -$7.76M 0.33% 79
2018
Q4 		$10.4M Buy
415,916
+380,998
+1,091% +$9.45M 1.42% 12
2018
Q3 		$865K Buy
34,918
+14
+0% +$347 0.1% 208
2018
Q2 		$867K Buy
34,904
+3,574
+11% +$88.8K 0.11% 203
2018
Q1 		$781K Buy
+31,330
New +$781K 0.1% 203

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 $1.88B AUM 29.07% 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 $424B AUM 22.96% 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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's SCHO Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 6,972 shares — an estimated $235K sold.

Financial Advocates Investment Management first reported a position in SCHO in Q1 2018 and held it in 25 quarters. The position peaked at $17.2M in Q2 2020. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,972 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $235K.
  • Financial Advocates Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 25 quarters.
  • Financial Advocates Investment Management's Schwab Short-Term US Treasury ETF position peaked at $17.2M in Q2 2020.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.