Morton Brown Family Wealth’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Morton Brown Family Wealth’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	-1,074	Closed	-$25.9K	–	276
2024 Q2	$25.9K	Hold	1,074	–	–	0.01%	117
2024 Q1	$25.9K	Sell	1,074 -508	-32%	-$12.3K	0.01%	111
2023 Q4	$38.3K	Sell	1,582 -892	-36%	-$21.4K	0.02%	114
2023 Q3	$59.2K	Sell	2,474 -11,356	-82%	-$272K	0.03%	72
2023 Q2	$332K	Sell	13,830 -5,840	-30%	-$142K	0.18%	39
2023 Q1	$480K	Sell	19,670 -3,254	-14%	-$78.8K	0.29%	35
2022 Q4	$553K	Sell	22,924 -784	-3%	-$18.9K	0.38%	30
2022 Q3	$572K	Sell	23,708 -3,174	-12%	-$77.6K	0.46%	27
2022 Q2	$661K	Buy	26,882 +3,388	+14%	+$83.5K	0.51%	24
2022 Q1	$582K	Sell	23,494 -11,506	-33%	-$289K	0.44%	28
2021 Q4	$890K	Buy	+35,000	New	+$892K	0.68%	22

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

Morton Brown Family Wealth's SCHO Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 1,074 shares — an estimated $25.9K sold.

Morton Brown Family Wealth first reported a position in SCHO in Q4 2021 and held it in 11 quarters. The position peaked at $890K in Q4 2021. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Morton Brown Family Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 1,074 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $25.9K.
Morton Brown Family Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 11 quarters.
Morton Brown Family Wealth's Schwab Short-Term US Treasury ETF position peaked at $890K in Q4 2021.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.