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Strategic Financial Concepts’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-67,318
Closed -$695 – 635
2024
Q2 		$695 Buy
+67,318
New +$1.61M ﹤0.01% 631

Other funds holding SCHO

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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Strategic Financial Concepts's SCHO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 67,318 shares — an estimated $695 sold.

Strategic Financial Concepts first reported a position in SCHO in Q2 2024 and held it in 1 quarter. The position peaked at $695 in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 67,318 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $695.
  • Strategic Financial Concepts first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Schwab Short-Term US Treasury ETF position peaked at $695 in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.