Private Ocean’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Private Ocean’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	$11.8K	Buy	488 +60	+14%	+$1.44K	﹤0.01%	377
2024 Q1	$10.3K	Buy	428 +44	+11%	+$1.06K	﹤0.01%	361
2023 Q4	$9.29K	Buy	384 +316	+465%	+$7.59K	﹤0.01%	365
2023 Q3	$1.62K	Buy	+68	New	+$1.63K	﹤0.01%	450
2020 Q3	–	Sell	-8,296	Closed	-$214K	–	537
2020 Q2	$214K	Buy	8,296 +32	+0.4%	+$826	0.05%	93
2020 Q1	$213K	Buy	8,264 +24	+0.3%	+$611	0.06%	90
2019 Q4	$208K	Buy	8,240 +58	+0.7%	+$1.47K	0.05%	95
2019 Q3	$207K	Buy	+8,182	New	+$207K	0.05%	95

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Ocean's SCHO Position: Q2 2024 in Review

Private Ocean increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q2 2024, buying an estimated $1.44K and bringing the position to 488 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Private Ocean first reported a position in SCHO in Q3 2019 and has held it in 8 quarters since. The position peaked at $214K in Q2 2020. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Private Ocean held 488 shares of Schwab Short-Term US Treasury ETF worth $11.8K as of Q2 2024.
Private Ocean bought 60 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $1.44K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #377 holding.
Private Ocean first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 8 quarters since.
Private Ocean's Schwab Short-Term US Treasury ETF position peaked at $214K in Q2 2020.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.