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Foundations Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-8,848
Closed -$215K – 745
2023
Q4 		$215K Buy
+8,848
New +$212K 0.01% 631

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foundations Investment Advisors's SCHO Position: Q1 2024 in Review

Foundations Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 8,848 shares — an estimated $215K sold.

Foundations Investment Advisors first reported a position in SCHO in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Foundations Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,848 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $215K.
  • Foundations Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $215K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.