Focused Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Focused Wealth 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	-20,704	Closed	-$507K	–	245
2024 Q3	$507K	Buy	20,704 +220	+1%	+$5.35K	0.07%	105
2024 Q2	$493K	Buy	20,484 +238	+1%	+$5.71K	0.07%	93
2024 Q1	$488K	Buy	20,246 +150	+0.7%	+$3.62K	0.08%	88
2023 Q4	$487K	Buy	20,096 +276	+1%	+$6.63K	0.08%	78
2023 Q3	$475K	Hold	19,820	–	–	0.08%	78
2023 Q2	$476K	Hold	19,820	–	–	0.09%	80
2023 Q1	$484K	Hold	19,820	–	–	0.1%	77
2022 Q4	$478K	Hold	19,820	–	–	0.1%	81
2022 Q3	$478K	Hold	19,820	–	–	0.1%	79
2022 Q2	$487K	Hold	19,820	–	–	0.09%	84
2022 Q1	$491K	Hold	19,820	–	–	0.08%	92
2021 Q4	$504K	Hold	19,820	–	–	0.08%	97
2021 Q3	$507K	Hold	19,820	–	–	0.08%	93
2021 Q2	$508K	Hold	19,820	–	–	0.08%	95
2021 Q1	$508K	Hold	19,820	–	–	0.09%	93
2020 Q4	$509K	Hold	19,820	–	–	0.1%	90
2020 Q3	$510K	Hold	19,820	–	–	0.11%	79
2020 Q2	$512K	Hold	19,820	–	–	0.12%	78
2020 Q1	$513K	Hold	19,820	–	–	0.15%	71
2019 Q4	$500K	Buy	+19,820	New	+$501K	0.12%	85
2019 Q1	–	Sell	-21,928	Closed	-$547K	–	752
2018 Q4	$547K	Buy	+21,928	New	+$544K	0.19%	82

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Focused Wealth Management's SCHO Position: Q4 2024 in Review

Focused Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 20,704 shares — an estimated $507K sold.

Focused Wealth Management first reported a position in SCHO in Q4 2018 and held it in 21 quarters. The position peaked at $547K in Q4 2018. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Focused Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 20,704 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $507K.
Focused Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 21 quarters.
Focused Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $547K in Q4 2018.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.