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

Laidlaw 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
Q4 		– Sell
-8,618
Closed -$211K – 198
2024
Q3 		$211K Sell
8,618
-3,400
-28% -$82.6K 0.1% 159
2024
Q2 		$289K Sell
12,018
-1,984
-14% -$47.6K 0.16% 135
2024
Q1 		$338K Sell
14,002
-1,034
-7% -$25K 0.19% 124
2023
Q4 		$364K Sell
15,036
-10,758
-42% -$258K 0.13% 161
2023
Q3 		$618K Sell
25,794
-72,684
-74% -$1.74M 0.2% 122
2023
Q2 		$2.37M Sell
98,478
-22,560
-19% -$547K 0.46% 53
2023
Q1 		$2.95M Sell
121,038
-14,556
-11% -$352K 0.6% 40
2022
Q4 		$3.27M Buy
135,594
+2,554
+2% +$61.6K 0.7% 36
2022
Q3 		$3.21M Sell
133,040
-52,032
-28% -$1.27M 0.75% 29
2022
Q2 		$4.55M Sell
185,072
-186,212
-50% -$4.59M 0.93% 16
2022
Q1 		$9.2M Sell
371,284
-1,592
-0.4% -$40K 1.54% 6
2021
Q4 		$9.48M Buy
372,876
+37,966
+11% +$968K 1.52% 6
2021
Q3 		$8.57M Sell
334,910
-28,356
-8% -$727K 2.2% 5
2021
Q2 		$9.3M Buy
363,266
+48,408
+15% +$1.24M 2.4% 5
2021
Q1 		$8.08M Buy
314,858
+87,776
+39% +$2.25M 2.76% 3
2020
Q4 		$5.83M Buy
227,082
+97,306
+75% +$2.5M 1.23% 9
2020
Q3 		$3.34M Buy
129,776
+34,088
+36% +$879K 1.48% 10
2020
Q2 		$2.47M Buy
95,688
+350
+0.4% +$9.04K 1.29% 14
2020
Q1 		$2.47M Buy
95,338
+57,302
+151% +$1.46M 1.62% 11
2019
Q4 		$960K Buy
+38,036
New +$961K 0.61% 60

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 $1.6B AUM 20.7% 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
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

Laidlaw Wealth Management's SCHO Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 8,618 shares — an estimated $211K sold.

Laidlaw Wealth Management first reported a position in SCHO in Q4 2019 and held it in 20 quarters. The position peaked at $9.48M in Q4 2021. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 8,618 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $211K.
  • Laidlaw Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 20 quarters.
  • Laidlaw Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $9.48M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.