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Howard Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Howard Financial Services’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
-16,312
Closed -$395K – 164
2023
Q4 		$395K Sell
16,312
-738
-4% -$17.7K 0.08% 101
2023
Q3 		$408K Sell
17,050
-912
-5% -$21.9K 0.09% 87
2023
Q2 		$432K Buy
17,962
+1,234
+7% +$29.9K 0.1% 82
2023
Q1 		$408K Buy
16,728
+1,562
+10% +$37.8K 0.1% 85
2022
Q4 		$366K Sell
15,166
-2,510
-14% -$60.5K 0.1% 92
2022
Q3 		$427K Sell
17,676
-564
-3% -$13.8K 0.14% 71
2022
Q2 		$449K Sell
18,240
-3,558
-16% -$87.7K 0.15% 62
2022
Q1 		$540K Sell
21,798
-8,104
-27% -$204K 0.16% 54
2021
Q4 		$760K Sell
29,902
-458
-2% -$11.7K 0.23% 42
2021
Q3 		$777K Sell
30,360
-960
-3% -$24.6K 0.29% 36
2021
Q2 		$802K Buy
31,320
+10,358
+49% +$266K 0.31% 35
2021
Q1 		$538K Sell
20,962
-6,748
-24% -$173K 0.24% 45
2020
Q4 		$712K Buy
27,710
+50
+0.2% +$1.29K 0.38% 35
2020
Q3 		$712K Sell
27,660
-8,996
-25% -$232K 0.46% 32
2020
Q2 		$946K Sell
36,656
-3,180
-8% -$82.1K 0.67% 24
2020
Q1 		$1.03M Sell
39,836
-62,864
-61% -$1.6M 0.91% 21
2019
Q4 		$2.59M Sell
102,700
-7,818
-7% -$198K 1.59% 14
2019
Q3 		$2.8M Sell
110,518
-63,510
-36% -$1.61M 1.85% 13
2019
Q2 		$4.4M Sell
174,028
-54,420
-24% -$1.37M 3.01% 9
2019
Q1 		$5.73M Sell
228,448
-82,902
-27% -$2.07M 4.07% 7
2018
Q4 		$7.77M Buy
+311,350
New +$7.72M 5.97% 5

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howard Financial Services's SCHO Position: Q1 2024 in Review

Howard Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 16,312 shares — an estimated $395K sold.

Howard Financial Services first reported a position in SCHO in Q4 2018 and held it in 21 quarters. The position peaked at $7.77M in Q4 2018. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Howard Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Howard Financial Services sold 16,312 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $395K.
  • Howard Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 21 quarters.
  • Howard Financial Services's Schwab Short-Term US Treasury ETF position peaked at $7.77M in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Howard Financial Services's 13F filing for Q1 2024, filed 16 Apr 2024.