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

ViaWealth’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
-11,306
Closed -$277K – 151
2024
Q3 		$277K Sell
11,306
-11,714
-51% -$285K 0.16% 131
2024
Q2 		$554K Buy
23,020
+7,200
+46% +$173K 0.34% 90
2024
Q1 		$381K Sell
15,820
-794
-5% -$19.2K 0.24% 120
2023
Q4 		$402K Sell
16,614
-1,050
-6% -$25.2K 0.28% 113
2023
Q3 		$423K Sell
17,664
-800
-4% -$19.2K 0.31% 103
2023
Q2 		$444K Buy
+18,464
New +$448K 0.33% 101

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

ViaWealth's SCHO Position: Q4 2024 in Review

ViaWealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 11,306 shares — an estimated $277K sold.

ViaWealth first reported a position in SCHO in Q2 2023 and held it in 6 quarters. The position peaked at $554K in Q2 2024. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • ViaWealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • ViaWealth sold 11,306 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $277K.
  • ViaWealth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and held it in 6 quarters.
  • ViaWealth's Schwab Short-Term US Treasury ETF position peaked at $554K in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.