Pillar Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pillar Wealth 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 Q3	–	Sell	-41,924	Closed	-$1.01M	–	53
2024 Q2	$1.01M	Sell	41,924 -21,220	-34%	-$509K	1.21%	23
2024 Q1	$1.52M	Sell	63,144 -3,420	-5%	-$82.6K	1.15%	21
2023 Q4	$1.61M	Sell	66,564 -5,458	-8%	-$131K	1.24%	21
2023 Q3	$1.72M	Sell	72,022 -2,694	-4%	-$64.6K	1.49%	15
2023 Q2	$1.8M	Sell	74,716 -2,234	-3%	-$54.2K	1.5%	12
2023 Q1	$1.88M	Sell	76,950 -1,420	-2%	-$34.4K	1.87%	10
2022 Q4	$1.89M	Sell	78,370 -71,512	-48%	-$1.72M	1.82%	11
2022 Q3	$3.62M	Buy	149,882 +6,270	+4%	+$153K	3.6%	6
2022 Q2	$3.53M	Buy	143,612 +85,850	+149%	+$2.12M	3.59%	6
2022 Q1	$1.43M	Sell	57,762 -9,760	-14%	-$245K	1.38%	21
2021 Q4	$1.72M	Buy	+67,522	New	+$1.72M	1.63%	16

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 $424B AUM 22.94% 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

Pillar Wealth Advisors's SCHO Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 41,924 shares — an estimated $1.01M sold.

Pillar Wealth Advisors first reported a position in SCHO in Q4 2021 and held it in 11 quarters. The position peaked at $3.62M in Q3 2022. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Pillar Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 41,924 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $1.01M.
Pillar Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.62M in Q3 2022.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.