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Hart & Patterson Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hart & Patterson Financial 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
Q4 		$1.48M Buy
61,319
+6,411
+12% +$155K 0.72% 36
2024
Q3 		$1.34M Buy
54,908
+748
+1% +$18.2K 0.64% 38
2024
Q2 		$1.3M Buy
54,160
+150
+0.3% +$3.6K 0.65% 35
2024
Q1 		$1.3M Sell
54,010
-1,210
-2% -$29.2K 0.64% 36
2023
Q4 		$1.34M Buy
+55,220
New +$1.33M 0.69% 29

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.94% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hart & Patterson Financial Group's SCHO Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 12% in Q4 2024, buying an estimated $155K and bringing the position to 61,319 shares worth $1.48M. The position accounts for 0.72% of the portfolio, ranked #36.

Hart & Patterson Financial Group first reported a position in SCHO in Q4 2023 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Hart & Patterson Financial Group held 61,319 shares of Schwab Short-Term US Treasury ETF worth $1.48M as of Q4 2024.
  • Hart & Patterson Financial Group bought 6,411 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $155K.
  • Schwab Short-Term US Treasury ETF made up 0.72% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #36 holding.
  • Hart & Patterson Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 5 quarters since.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.