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

GHP 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
Q2 		– Sell
-36,858
Closed -$888K – 993
2024
Q1 		$888K Buy
+36,858
New +$890K 0.04% 277
2023
Q2 		– Sell
-2,850
Closed -$69.5K – 961
2023
Q1 		$69.5K Hold
2,850
– – ﹤0.01% 463
2022
Q4 		$68.7K Hold
2,850
– – ﹤0.01% 463
2022
Q3 		$69K Sell
2,850
-388
-12% -$9.49K 0.01% 459
2022
Q2 		$80K Buy
3,238
+388
+14% +$9.56K 0.01% 438
2022
Q1 		$71K Buy
+2,850
New +$71.6K ﹤0.01% 455
2021
Q2 		– Sell
-13,380
Closed -$343K – 298
2021
Q1 		$343K Hold
13,380
– – 0.03% 252
2020
Q4 		$344K Sell
13,380
-2,890
-18% -$74.3K 0.03% 242
2020
Q3 		$419K Sell
16,270
-6,620
-29% -$171K 0.05% 227
2020
Q2 		$591K Buy
+22,890
New +$591K 0.07% 208
2020
Q1 		– Sell
-23,730
Closed -$599K – 298
2019
Q4 		$599K Sell
23,730
-1,206
-5% -$30.5K 0.06% 225
2019
Q3 		$631K Sell
24,936
-804
-3% -$20.3K 0.08% 217
2019
Q2 		$651K Buy
25,740
+112
+0.4% +$2.81K 0.08% 214
2019
Q1 		$643K Sell
25,628
-3,870
-13% -$96.6K 0.08% 208
2018
Q4 		$736K Sell
29,498
-19,250
-39% -$477K 0.11% 195
2018
Q3 		$1.21M Sell
48,748
-53,934
-53% -$1.34M 0.16% 163
2018
Q2 		$2.55M Sell
102,682
-12,828
-11% -$319K 0.36% 89
2018
Q1 		$2.88M Sell
115,510
-808
-0.7% -$20.1K 0.41% 73
2017
Q4 		$2.91M Sell
116,318
-27,184
-19% -$682K 0.41% 72
2017
Q3 		$3.62M Sell
143,502
-19,828
-12% -$500K 0.55% 49
2017
Q2 		$4.12M Buy
163,330
+27,172
+20% +$686K 0.65% 36
2017
Q1 		$3.44M Buy
136,158
+90,422
+198% +$2.28M 0.59% 41
2016
Q4 		$1.15M Buy
+45,736
New +$1.16M 0.22% 133

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
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

GHP Investment Advisors's SCHO Position: Q2 2024 in Review

GHP Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 36,858 shares — an estimated $888K sold.

GHP Investment Advisors first reported a position in SCHO in Q4 2016 and held it in 23 quarters. The position peaked at $4.12M in Q2 2017. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • GHP Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 36,858 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $888K.
  • GHP Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 23 quarters.
  • GHP Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $4.12M in Q2 2017.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on GHP Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.