RIA
SCHO icon

Realta Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Realta Investment 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
-11,760
Closed -$283K – 697
2024
Q2 		$283K Sell
11,760
-360
-3% -$8.63K 0.06% 323
2024
Q1 		$292K Buy
12,120
+26
+0.2% +$628 0.06% 324
2023
Q4 		$293K Sell
12,094
-9,940
-45% -$239K 0.07% 320
2023
Q3 		$529K Hold
22,034
– – 0.12% 198
2023
Q2 		$529K Sell
22,034
-330
-1% -$8K 0.12% 207
2023
Q1 		$546K Buy
22,364
+18
+0.1% +$436 0.13% 194
2022
Q4 		$539K Sell
22,346
-492
-2% -$11.9K 0.13% 195
2022
Q3 		$551K Sell
22,838
-1,188
-5% -$29.1K 0.14% 173
2022
Q2 		$592K Sell
24,026
-2,548
-10% -$62.8K 0.15% 166
2022
Q1 		$658K Sell
26,574
-1,636
-6% -$41.1K 0.13% 172
2021
Q4 		$717K Sell
28,210
-4,350
-13% -$111K 0.16% 158
2021
Q3 		$833K Sell
32,560
-1,094
-3% -$28K 0.2% 131
2021
Q2 		$862K Sell
33,654
-5,364
-14% -$138K 0.2% 125
2021
Q1 		$1M Sell
39,018
-2,390
-6% -$61.4K 0.26% 100
2020
Q4 		$1.06M Buy
41,408
+3,080
+8% +$79.2K 0.3% 70
2020
Q3 		$987K Buy
38,328
+26,306
+219% +$678K 0.33% 68
2020
Q2 		$310K Sell
12,022
-648
-5% -$16.7K 0.1% 245
2020
Q1 		$328K Buy
12,670
+138
+1% +$3.52K 0.14% 193
2019
Q4 		$319K Sell
12,532
-5,404
-30% -$137K 0.09% 256
2019
Q3 		$454K Sell
17,936
-1,026
-5% -$25.9K 0.12% 191
2019
Q2 		$480K Buy
18,962
+24
+0.1% +$603 0.13% 177
2019
Q1 		$476K Buy
+18,938
New +$473K 0.22% 139

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Realta Investment Advisors's SCHO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 11,760 shares — an estimated $283K sold.

Realta Investment Advisors first reported a position in SCHO in Q1 2019 and held it in 22 quarters. The position peaked at $1.06M in Q4 2020. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 11,760 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $283K.
  • Realta Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.06M in Q4 2020.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.