Prudential Financial
SCHO icon

Prudential Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Prudential Financial’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
-75,190
Closed -$1.84M – 2628
2024
Q3 		$1.84M Buy
75,190
+412
+0.6% +$10K ﹤0.01% 1542
2024
Q2 		$1.8M Buy
74,778
+9,954
+15% +$239K ﹤0.01% 1493
2024
Q1 		$1.56M Sell
64,824
-44,362
-41% -$1.07M ﹤0.01% 1590
2023
Q4 		$2.65M Buy
109,186
+67,666
+163% +$1.62M ﹤0.01% 1265
2023
Q3 		$994K Buy
41,520
+2,724
+7% +$65.3K ﹤0.01% 1766
2023
Q2 		$932K Buy
38,796
+14,056
+57% +$341K ﹤0.01% 1838
2023
Q1 		$610K Sell
24,740
-526
-2% -$12.7K ﹤0.01% 1976
2022
Q4 		$609K Sell
25,266
-9,906
-28% -$239K ﹤0.01% 1932
2022
Q3 		$850K Buy
35,172
+1,116
+3% +$27.3K ﹤0.01% 1837
2022
Q2 		$836K Buy
34,056
+4,338
+15% +$107K ﹤0.01% 1888
2022
Q1 		$736K Buy
29,718
+15,934
+116% +$400K ﹤0.01% 2020
2021
Q4 		$352K Sell
13,784
-1,482
-10% -$37.8K ﹤0.01% 2340
2021
Q3 		$391K Buy
+15,266
New +$391K ﹤0.01% 2225

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Prudential Financial's SCHO Position: Q4 2024 in Review

Prudential Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 75,190 shares — an estimated $1.84M sold.

Prudential Financial first reported a position in SCHO in Q3 2021 and held it in 13 quarters. The position peaked at $2.65M in Q4 2023. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Prudential Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 75,190 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $1.84M.
  • Prudential Financial first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 13 quarters.
  • Prudential Financial's Schwab Short-Term US Treasury ETF position peaked at $2.65M in Q4 2023.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.