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

Solitude Financial Services’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	-46,210	Closed	-$1.11M	–	38
2024 Q1	$1.11M	Sell	46,210 -6,180	-12%	-$149K	0.51%	20
2023 Q4	$1.27M	Sell	52,390 -3,150	-6%	-$75.6K	0.69%	27
2023 Q3	$1.33M	Buy	55,540 +17,490	+46%	+$419K	0.75%	27
2023 Q2	$914K	Buy	+38,050	New	+$923K	0.52%	33

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Solitude Financial Services's SCHO Position: Q2 2024 in Review

Solitude Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 46,210 shares — an estimated $1.11M sold.

Solitude Financial Services first reported a position in SCHO in Q2 2023 and held it in 4 quarters. The position peaked at $1.33M in Q3 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Solitude Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Solitude Financial Services sold 46,210 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $1.11M.
Solitude Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 4 quarters.
Solitude Financial Services's Schwab Short-Term US Treasury ETF position peaked at $1.33M in Q3 2023.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Solitude Financial Services's 13F filing for Q2 2024, filed 19 Jul 2024.