FPFS
SCHO icon

First Personal Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

First Personal Financial Services’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 		$4.7K Hold
192
– – ﹤0.01% 345
2024
Q2 		$4.62K Hold
192
– – ﹤0.01% 312
2024
Q1 		$4.63K Buy
+192
New +$4.64K ﹤0.01% 310
2022
Q4 		– Sell
-120
Closed -$3K – 427
2022
Q3 		$3K Buy
+120
New +$2.94K ﹤0.01% 403

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

First Personal Financial Services's SCHO Position: Q3 2024 in Review

First Personal Financial Services held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2024 at 192 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

First Personal Financial Services first reported a position in SCHO in Q3 2022 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • First Personal Financial Services held 192 shares of Schwab Short-Term US Treasury ETF worth $4.7K as of Q3 2024.
  • First Personal Financial Services left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2024.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #345 holding.
  • First Personal Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.