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New York Life Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

New York Life Investment 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
2024
Q2 		– Sell
-563,756
Closed -$13.6M – 1239
2024
Q1 		$13.6M Buy
+563,756
New +$13.6M 0.14% 145

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's SCHO Position: Q2 2024 in Review

New York Life Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 563,756 shares — an estimated $13.6M sold.

New York Life Investment Management first reported a position in SCHO in Q1 2024 and held it in 1 quarter. The position peaked at $13.6M in Q1 2024. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • New York Life Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 563,756 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $13.6M.
  • New York Life Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • New York Life Investment Management's Schwab Short-Term US Treasury ETF position peaked at $13.6M in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.