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Significant Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Significant Wealth Partners’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 		– Sell
-15,954
Closed -$385K – 139
2024
Q1 		$385K Buy
+15,954
New +$385K 0.25% 95

Other funds holding SCHO

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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 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Significant Wealth Partners's SCHO Position: Q2 2024 in Review

Significant Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 15,954 shares — an estimated $385K sold.

Significant Wealth Partners first reported a position in SCHO in Q1 2024 and held it in 1 quarter. The position peaked at $385K in Q1 2024. 585 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Significant Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 15,954 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $385K.
  • Significant Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $385K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.