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Gleason Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Gleason Group’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
-16,024
Closed -$386K – 275
2024
Q1 		$386K Buy
16,024
+120
+0.8% +$2.9K 0.08% 55
2023
Q4 		$385K Buy
15,904
+224
+1% +$5.38K 0.09% 55
2023
Q3 		$375K Buy
+15,680
New +$376K 0.1% 54

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gleason Group's SCHO Position: Q2 2024 in Review

Gleason Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 16,024 shares — an estimated $386K sold.

Gleason Group first reported a position in SCHO in Q3 2023 and held it in 3 quarters. The position peaked at $386K in Q1 2024. 585 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Gleason Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Gleason Group sold 16,024 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $386K.
  • Gleason Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 3 quarters.
  • Gleason Group's Schwab Short-Term US Treasury ETF position peaked at $386K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Gleason Group's 13F filing for Q2 2024, filed 12 Jul 2024.