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Retirement Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Retirement Group’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 		$767K Sell
31,814
-3,034
-9% -$73.3K 0.27% 52
2023
Q4 		$844K Sell
34,848
-830
-2% -$19.9K 0.34% 45
2023
Q3 		$854K Sell
35,678
-2,786
-7% -$66.8K 0.36% 40
2023
Q2 		$924K Sell
38,464
-8,156
-17% -$198K 0.38% 42
2023
Q1 		$1.14M Sell
46,620
-14,836
-24% -$359K 0.52% 31
2022
Q4 		$1.48M Buy
61,456
+11,788
+24% +$284K 0.72% 24
2022
Q3 		$1.2M Buy
49,668
+1,436
+3% +$35.1K 0.96% 20
2022
Q2 		$1.19M Buy
48,232
+31,144
+182% +$768K 0.49% 31
2022
Q1 		$423K Buy
17,088
+2,290
+15% +$57.5K 0.16% 72
2021
Q4 		$376K Sell
14,798
-1,638
-10% -$41.8K 0.16% 76
2021
Q3 		$421K Sell
16,436
-640
-4% -$16.4K 0.19% 79
2021
Q2 		$437K Buy
17,076
+2,198
+15% +$56.4K 0.21% 70
2021
Q1 		$382K Buy
14,878
+104
+0.7% +$2.67K 0.17% 85
2020
Q4 		$379K Buy
14,774
+3,124
+27% +$80.3K 0.17% 85
2020
Q3 		$300K Buy
11,650
+994
+9% +$25.6K 0.17% 94
2020
Q2 		$275K Buy
+10,656
New +$275K 0.17% 91
2019
Q4 		$2.35M Buy
+92,956
New +$2.35M 1.53% 13

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

Retirement Group's SCHO Position: Q1 2024 in Review

Retirement Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.7% in Q1 2024, selling an estimated $73.3K and leaving 31,814 shares worth $767K. The position accounts for 0.27% of the portfolio, ranked #52.

Retirement Group first reported a position in SCHO in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2019. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Retirement Group held 31,814 shares of Schwab Short-Term US Treasury ETF worth $767K as of Q1 2024.
  • Retirement Group sold 3,034 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $73.3K.
  • Schwab Short-Term US Treasury ETF made up 0.27% of Retirement Group's portfolio in Q1 2024, its #52 holding.
  • Retirement Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab Short-Term US Treasury ETF position peaked at $2.35M in Q4 2019.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.