SJIM
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St. Johns Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

St. Johns Investment Management’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
Q4 		– Sell
-590
Closed -$14.4K – 237
2024
Q3 		$14.4K Buy
+590
New +$14.3K 0.01% 131
2019
Q1 		– Sell
-70
Closed -$2K – 177
2018
Q4 		$2K Sell
70
-100
-59% -$2.48K ﹤0.01% 147
2018
Q3 		$4K Hold
170
– – ﹤0.01% 150
2018
Q2 		$4K Buy
+170
New +$4.22K ﹤0.01% 155
2018
Q1 		– Sell
-240
Closed -$6K – 192
2017
Q4 		$6K Sell
240
-6,030
-96% -$151K ﹤0.01% 128
2017
Q3 		$158K Sell
6,270
-94
-1% -$2.37K 0.12% 84
2017
Q2 		$160K Sell
6,364
-2,720
-30% -$68.6K 0.12% 82
2017
Q1 		$229K Buy
9,084
+4,234
+87% +$107K 0.18% 78
2016
Q4 		$122K Buy
+4,850
New +$123K 0.1% 81

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return