Level Four Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Level Four Advisory Services’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 Q3	–	Sell	-13,194	Closed	-$318K	–	798
2024 Q2	$318K	Sell	13,194 -61,928	-82%	-$1.49M	0.01%	594
2024 Q1	$1.82M	Hold	75,122	–	–	0.1%	219
2023 Q4	$1.82M	Buy	75,122 +840	+1%	+$20.2K	0.1%	215
2023 Q3	$1.78M	Buy	74,282 +38,022	+105%	+$911K	0.11%	201
2023 Q2	$871K	Buy	+36,260	New	+$879K	0.05%	320

Other funds holding SCHO

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Level Four Advisory Services's SCHO Position: Q3 2024 in Review

Level Four Advisory Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 13,194 shares — an estimated $318K sold.

Level Four Advisory Services first reported a position in SCHO in Q2 2023 and held it in 5 quarters. The position peaked at $1.82M in Q1 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Level Four Advisory Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 13,194 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $318K.
Level Four Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 5 quarters.
Level Four Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $1.82M in Q1 2024.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.