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

Register Financial 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
Q1 		– Sell
-894
Closed -$21.7K – 753
2023
Q4 		$21.7K Buy
+894
New +$21.5K 0.01% 234

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Register Financial Advisors's SCHO Position: Q1 2024 in Review

Register Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 894 shares — an estimated $21.7K sold.

Register Financial Advisors first reported a position in SCHO in Q4 2023 and held it in 1 quarter. The position peaked at $21.7K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Register Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Register Financial Advisors sold 894 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $21.7K.
  • Register Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Register Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $21.7K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Register Financial Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.