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McClarren Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

McClarren Financial Advisors’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
-2,614
Closed -$63K – 415
2023
Q4 		$63K Sell
2,614
-1,608
-38% -$38.6K 0.05% 136
2023
Q3 		$101K Sell
4,222
-10,740
-72% -$257K 0.09% 99
2023
Q2 		$359K Buy
+14,962
New +$363K 0.3% 52

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McClarren Financial Advisors's SCHO Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 2,614 shares — an estimated $63K sold.

McClarren Financial Advisors first reported a position in SCHO in Q2 2023 and held it in 3 quarters. The position peaked at $359K in Q2 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,614 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $63K.
  • McClarren Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 3 quarters.
  • McClarren Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $359K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.