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Householder Group Estate & Retirement Specialist’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-2,326
Closed -$56K – 1082
2024
Q3 		$56K Hold
2,326
– – 0.02% 462
2024
Q2 		$55K Hold
2,326
– – 0.02% 459
2024
Q1 		$56.1K Sell
2,326
-236
-9% -$5.7K 0.02% 456
2023
Q4 		$62K Hold
2,562
– – 0.02% 422
2023
Q3 		$61.3K Buy
+2,562
New +$61.4K 0.02% 403
2023
Q1 		$100K Buy
+4,112
New +$99.6K 0.04% 307
2022
Q4 		– Sell
-794
Closed -$19K – 968
2022
Q3 		$19K Buy
+794
New +$19.4K 0.01% 590

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

Householder Group Estate & Retirement Specialist's SCHO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 2,326 shares — an estimated $56K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHO in Q3 2022 and held it in 7 quarters. The position peaked at $100K in Q1 2023. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,326 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $56K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab Short-Term US Treasury ETF position peaked at $100K in Q1 2023.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.