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Fourpath Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Fourpath Capital 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
-3,000
Closed -$73.5K – 663
2024
Q3 		$73.5K Buy
+3,000
New +$72.9K 0.01% 306

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fourpath Capital Management's SCHO Position: Q4 2024 in Review

Fourpath Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 3,000 shares — an estimated $73.5K sold.

Fourpath Capital Management first reported a position in SCHO in Q3 2024 and held it in 1 quarter. The position peaked at $73.5K in Q3 2024. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Fourpath Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 3,000 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $73.5K.
  • Fourpath Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Schwab Short-Term US Treasury ETF position peaked at $73.5K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.