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

Ledge 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
2023 Q4	$2.5M	Buy	103,288 +3,506	+4%	+$84.2K	0.97%	30
2023 Q3	$2.39M	Buy	99,782 +9,114	+10%	+$218K	1.07%	28
2023 Q2	$2.18M	Buy	90,668 +576	+0.6%	+$14K	1.04%	26
2023 Q1	$2.2M	Sell	90,092 -20,618	-19%	-$499K	1.04%	29
2022 Q4	$2.67M	Buy	110,710 +28,704	+35%	+$692K	1.22%	22
2022 Q3	$1.98M	Sell	82,006 -43,174	-34%	-$1.06M	1.21%	20
2022 Q2	$3.08M	Buy	125,180 +37,642	+43%	+$928K	1.89%	13
2022 Q1	$2.17M	Buy	+87,538	New	+$2.2M	1.35%	16

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Ledge Wealth Management's SCHO Position: Q4 2023 in Review

Ledge Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.5% in Q4 2023, buying an estimated $84.2K and bringing the position to 103,288 shares worth $2.5M. The position accounts for 0.97% of the portfolio, ranked #30.

Ledge Wealth Management first reported a position in SCHO in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.08M in Q2 2022. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Ledge Wealth Management held 103,288 shares of Schwab Short-Term US Treasury ETF worth $2.5M as of Q4 2023.
Ledge Wealth Management bought 3,506 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $84.2K.
Schwab Short-Term US Treasury ETF made up 0.97% of Ledge Wealth Management's portfolio in Q4 2023, its #30 holding.
Ledge Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $3.08M in Q2 2022.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.