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Patriot Investment Management Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Patriot Investment Management Group’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
Q4 		– Sell
-8,446
Closed -$207K – 243
2024
Q3 		$207K Sell
8,446
-972
-10% -$23.6K 0.02% 234
2024
Q2 		$227K Sell
9,418
-166
-2% -$3.98K 0.02% 224
2024
Q1 		$231K Sell
9,584
-234
-2% -$5.65K 0.02% 227
2023
Q4 		$238K Sell
9,818
-3,460
-26% -$83.1K 0.02% 220
2023
Q3 		$318K Sell
13,278
-8,830
-40% -$212K 0.03% 193
2023
Q2 		$531K Sell
22,108
-1,548
-7% -$37.5K 0.04% 159
2023
Q1 		$577K Sell
23,656
-2,706
-10% -$65.5K 0.05% 153
2022
Q4 		$640K Sell
26,362
-6,914
-21% -$167K 0.06% 142
2022
Q3 		$802K Sell
33,276
-1,886
-5% -$46.1K 0.08% 116
2022
Q2 		$864K Buy
35,162
+3,676
+12% +$90.6K 0.08% 113
2022
Q1 		$779K Sell
31,486
-1,512
-5% -$38K 0.07% 134
2021
Q4 		$838K Buy
32,998
+1,122
+4% +$28.6K 0.07% 127
2021
Q3 		$815K Sell
31,876
-782
-2% -$20K 0.07% 127
2021
Q2 		$836K Sell
32,658
-648
-2% -$16.6K 0.08% 124
2021
Q1 		$854K Buy
33,306
+13,444
+68% +$345K 0.08% 121
2020
Q4 		$510K Sell
19,862
-13,986
-41% -$360K 0.08% 116
2020
Q3 		$871K Buy
33,848
+116
+0.3% +$2.99K 0.1% 107
2020
Q2 		$871K Sell
33,732
-2,458
-7% -$63.5K 0.11% 104
2020
Q1 		$936K Sell
36,190
-1,302
-3% -$33.2K 0.14% 87
2019
Q4 		$946K Sell
37,492
-1,014
-3% -$25.6K 0.12% 110
2019
Q3 		$976K Buy
38,506
+7,498
+24% +$190K 0.13% 104
2019
Q2 		$784K Buy
31,008
+8,716
+39% +$219K 0.11% 115
2019
Q1 		$559K Buy
+22,292
New +$557K 0.08% 135

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Patriot Investment Management Group's SCHO Position: Q4 2024 in Review

Patriot Investment Management Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 8,446 shares — an estimated $207K sold.

Patriot Investment Management Group first reported a position in SCHO in Q1 2019 and held it in 23 quarters. The position peaked at $976K in Q3 2019. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Patriot Investment Management Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 8,446 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $207K.
  • Patriot Investment Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 23 quarters.
  • Patriot Investment Management Group's Schwab Short-Term US Treasury ETF position peaked at $976K in Q3 2019.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Patriot Investment Management Group's 13F filing for Q4 2024, filed 21 Jan 2025.