Vanguard Personalized Indexing Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Vanguard Personalized Indexing 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 Q2	–	Sell	-11,208	Closed	-$270K	–	1738
2024 Q1	$270K	Hold	11,208	–	–	0.01%	1317
2023 Q4	$272K	Buy	+11,208	New	+$269K	0.01%	1279
2022 Q3	–	Sell	-10,138	Closed	-$249K	–	1294
2022 Q2	$249K	Buy	10,138 +16	+0.2%	+$394	0.01%	1046
2022 Q1	$251K	Buy	10,122 +8	+0.1%	+$201	0.01%	1043
2021 Q4	$257K	Buy	10,114 +10	+0.1%	+$255	0.02%	917
2021 Q3	$259K	Buy	10,104 +8	+0.1%	+$205	0.02%	838
2021 Q2	$259K	Buy	10,096 +290	+3%	+$7.44K	0.03%	792
2021 Q1	$252K	Buy	9,806 +10	+0.1%	+$257	0.04%	578
2020 Q4	$252K	Buy	9,796 +28	+0.3%	+$720	0.05%	429
2020 Q3	$252K	Buy	9,768 +28	+0.3%	+$722	0.07%	337
2020 Q2	$251K	Buy	9,740 +38	+0.4%	+$981	0.11%	241
2020 Q1	$251K	Buy	+9,702	New	+$247K	0.15%	180

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

Vanguard Personalized Indexing Management's SCHO Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 11,208 shares — an estimated $270K sold.

Vanguard Personalized Indexing Management first reported a position in SCHO in Q1 2020 and held it in 12 quarters. The position peaked at $272K in Q4 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Vanguard Personalized Indexing Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 11,208 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $270K.
Vanguard Personalized Indexing Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 12 quarters.
Vanguard Personalized Indexing Management's Schwab Short-Term US Treasury ETF position peaked at $272K in Q4 2023.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.