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Heritage Oak Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Heritage Oak Wealth 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
Q3 		– Sell
-11,388
Closed -$274K – 202
2024
Q2 		$274K Buy
+11,388
New +$273K 0.14% 82

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Jane Street
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Heritage Oak Wealth Advisors's SCHO Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 11,388 shares — an estimated $274K sold.

Heritage Oak Wealth Advisors first reported a position in SCHO in Q2 2024 and held it in 1 quarter. The position peaked at $274K in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 11,388 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $274K.
  • Heritage Oak Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $274K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.