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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 $1.55T AUM 33.47% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

St. Johns Investment Management's SCHO Position: Q4 2024 in Review

St. Johns Investment Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 590 shares — an estimated $14.4K sold.

St. Johns Investment Management first reported a position in SCHO in Q4 2016 and held it in 9 quarters. The position peaked at $229K in Q1 2017. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • St. Johns Investment Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • St. Johns Investment Management sold 590 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $14.4K.
  • St. Johns Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 9 quarters.
  • St. Johns Investment Management's Schwab Short-Term US Treasury ETF position peaked at $229K in Q1 2017.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on St. Johns Investment Management's 13F filing for Q4 2024, filed 21 Jan 2025.