Global Wealth Strategies & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Global Wealth Strategies & Associates’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	-4	Closed	-$97	–	384
2023 Q4	$80	Hold	4	–	–	﹤0.01%	310
2023 Q3	$78	Hold	4	–	–	﹤0.01%	320
2023 Q2	$78	Hold	4	–	–	﹤0.01%	301
2023 Q1	$78	Hold	4	–	–	﹤0.01%	327
2022 Q4	$77	Buy	+4	New	+$96	﹤0.01%	325

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHO Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 4 shares — an estimated $97 sold.

Global Wealth Strategies & Associates first reported a position in SCHO in Q4 2022 and held it in 5 quarters. The position peaked at $80 in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Global Wealth Strategies & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $97.
Global Wealth Strategies & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 5 quarters.
Global Wealth Strategies & Associates's Schwab Short-Term US Treasury ETF position peaked at $80 in Q4 2023.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.