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TrueMark Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

TrueMark Investments’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
-25,018
Closed -$613K – 242
2024
Q3 		$613K Buy
25,018
+9,032
+56% +$220K 0.2% 110
2024
Q2 		$385K Buy
+15,986
New +$383K 0.13% 143

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

TrueMark Investments's SCHO Position: Q4 2024 in Review

TrueMark Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 25,018 shares — an estimated $613K sold.

TrueMark Investments first reported a position in SCHO in Q2 2024 and held it in 2 quarters. The position peaked at $613K in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • TrueMark Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 25,018 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $613K.
  • TrueMark Investments first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's Schwab Short-Term US Treasury ETF position peaked at $613K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.