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Jackson Thornton Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Jackson Thornton Wealth Management’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
-20,256
Closed -$491K – 55
2023
Q4 		$491K Hold
20,256
– – 0.09% 29
2023
Q3 		$485K Buy
+20,256
New +$486K 0.1% 25

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

Jackson Thornton Wealth Management's SCHO Position: Q1 2024 in Review

Jackson Thornton Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 20,256 shares — an estimated $491K sold.

Jackson Thornton Wealth Management first reported a position in SCHO in Q3 2023 and held it in 2 quarters. The position peaked at $491K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Jackson Thornton Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 20,256 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $491K.
  • Jackson Thornton Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $491K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.