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

Janiczek 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
Q2 		$890K Buy
36,984
+2,078
+6% +$49.8K 0.19% 50
2024
Q1 		$841K Buy
34,906
+3,322
+11% +$80.2K 0.18% 51
2023
Q4 		$765K Sell
31,584
-6,100
-16% -$146K 0.18% 47
2023
Q3 		$902K Buy
37,684
+1,408
+4% +$33.8K 0.24% 39
2023
Q2 		$872K Buy
36,276
+620
+2% +$15K 0.24% 39
2023
Q1 		$868K Sell
35,656
-3,698
-9% -$89.6K 0.25% 34
2022
Q4 		$956K Sell
39,354
-884
-2% -$21.3K 0.27% 35
2022
Q3 		$968K Sell
40,238
-6
-0% -$147 0.32% 34
2022
Q2 		$993K Sell
40,244
-762
-2% -$18.8K 0.3% 35
2022
Q1 		$1.02M Sell
41,006
-198
-0.5% -$4.97K 0.28% 32
2021
Q4 		$1.05M Buy
41,204
+2,100
+5% +$53.5K 0.31% 30
2021
Q3 		$1M Buy
39,104
+1,854
+5% +$47.5K 0.35% 30
2021
Q2 		$954K Buy
37,250
+2,526
+7% +$64.8K 0.35% 30
2021
Q1 		$891K Buy
34,724
+110
+0.3% +$2.83K 0.36% 30
2020
Q4 		$889K Buy
34,614
+958
+3% +$24.6K 0.43% 24
2020
Q3 		$867K Buy
33,656
+324
+1% +$8.35K 0.47% 21
2020
Q2 		$860K Sell
33,332
-204
-0.6% -$5.27K 0.48% 20
2020
Q1 		$867K Sell
33,536
-1,238
-4% -$31.5K 0.49% 21
2019
Q4 		$878K Buy
34,774
+142
+0.4% +$3.59K 0.39% 22
2019
Q3 		$876K Buy
34,632
+1,818
+6% +$46K 0.4% 21
2019
Q2 		$830K Sell
32,814
-1,476
-4% -$37.1K 0.39% 20
2019
Q1 		$861K Buy
34,290
+1,788
+6% +$44.7K 0.41% 21
2018
Q4 		$811K Buy
32,502
+4,008
+14% +$99.4K 0.41% 21
2018
Q3 		$706K Buy
28,494
+968
+4% +$24K 0.37% 18
2018
Q2 		$685K Sell
27,526
-550
-2% -$13.7K 0.36% 19
2018
Q1 		$700K Buy
28,076
+14,476
+106% +$361K 0.4% 15
2017
Q4 		$340K Sell
13,600
-6
-0% -$151 0.19% 28
2017
Q3 		$343K Buy
13,606
+720
+6% +$18.2K 0.19% 28
2017
Q2 		$325K Buy
+12,886
New +$325K 0.19% 28

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janiczek Wealth Management's SCHO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6% in Q2 2024, buying an estimated $49.8K and bringing the position to 36,984 shares worth $890K. The position accounts for 0.19% of the portfolio, ranked #50.

Janiczek Wealth Management first reported a position in SCHO in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2021. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Janiczek Wealth Management held 36,984 shares of Schwab Short-Term US Treasury ETF worth $890K as of Q2 2024.
  • Janiczek Wealth Management bought 2,078 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $49.8K.
  • Schwab Short-Term US Treasury ETF made up 0.19% of Janiczek Wealth Management's portfolio in Q2 2024, its #50 holding.
  • Janiczek Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2017 and has held it in 29 quarters since.
  • Janiczek Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.05M in Q4 2021.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.