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Imprint Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Imprint Wealth’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 		$1.38M Buy
57,564
+41,064
+249% +$992K 0.33% 72
2023
Q4 		$400K Sell
16,500
-540
-3% -$13K 0.32% 100
2023
Q3 		$408K Sell
17,040
-310
-2% -$7.43K 0.35% 88
2023
Q2 		$417K Buy
+17,350
New +$421K 0.26% 108

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

Imprint Wealth's SCHO Position: Q1 2024 in Review

Imprint Wealth increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 249% in Q1 2024, buying an estimated $992K and bringing the position to 57,564 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #72.

Imprint Wealth first reported a position in SCHO in Q2 2023 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Imprint Wealth held 57,564 shares of Schwab Short-Term US Treasury ETF worth $1.38M as of Q1 2024.
  • Imprint Wealth bought 41,064 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $992K.
  • Schwab Short-Term US Treasury ETF made up 0.33% of Imprint Wealth's portfolio in Q1 2024, its #72 holding.
  • Imprint Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.