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Leon Cooperman’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Leon Cooperman’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
-27,728
Closed -$672K – 52
2023
Q4 		$672K Hold
27,728
– – 0.03% 41
2023
Q3 		$664K Hold
27,728
– – 0.03% 43
2023
Q2 		$666K Buy
27,728
+13,786
+99% +$334K 0.04% 42
2023
Q1 		$340K Buy
+13,942
New +$338K 0.02% 48
2022
Q1 		– Sell
-61,088
Closed -$1.55M – 57
2021
Q4 		$1.55M Buy
61,088
+6,696
+12% +$171K 0.08% 48
2021
Q3 		$1.39M Hold
54,392
– – 0.07% 47
2021
Q2 		$1.39M Buy
+54,392
New +$1.39M 0.08% 48

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Leon Cooperman's SCHO Position: Q1 2024 in Review

Leon Cooperman sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 27,728 shares — an estimated $672K sold.

Leon Cooperman first reported a position in SCHO in Q2 2021 and held it in 7 quarters. The position peaked at $1.55M in Q4 2021. 600 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Leon Cooperman reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Leon Cooperman sold 27,728 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $672K.
  • Leon Cooperman first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 7 quarters.
  • Leon Cooperman's Schwab Short-Term US Treasury ETF position peaked at $1.55M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Cooperman Leon G's 13F filing for Q1 2024, filed 15 May 2024.