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First Financial Bank - Trust Division’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Financial Bank - Trust Division’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
-10,876
Closed -$262K – 216
2024
Q1 		$262K Hold
10,876
– – 0.03% 182
2023
Q4 		$263K Sell
10,876
-11,982
-52% -$288K 0.03% 178
2023
Q3 		$547K Buy
+22,858
New +$548K 0.06% 127

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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

First Financial Bank - Trust Division's SCHO Position: Q2 2024 in Review

First Financial Bank - Trust Division sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 10,876 shares — an estimated $262K sold.

First Financial Bank - Trust Division first reported a position in SCHO in Q3 2023 and held it in 3 quarters. The position peaked at $547K in Q3 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • First Financial Bank - Trust Division reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • First Financial Bank - Trust Division sold 10,876 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $262K.
  • First Financial Bank - Trust Division first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 3 quarters.
  • First Financial Bank - Trust Division's Schwab Short-Term US Treasury ETF position peaked at $547K in Q3 2023.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on First Financial Bank - Trust Division's 13F filing for Q2 2024, filed 3 Jul 2024.