Wellington Management Group
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Wellington Management Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Wellington Management Group’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
-1,012,330
Closed -$24.4M – 1961
2024
Q1 		$24.4M Buy
+1,012,330
New +$24.4M ﹤0.01% 897

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group's SCHO Position: Q2 2024 in Review

Wellington Management Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 1,012,330 shares — an estimated $24.4M sold.

Wellington Management Group first reported a position in SCHO in Q1 2024 and held it in 1 quarter. The position peaked at $24.4M in Q1 2024. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

  • Wellington Management Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Management Group sold 1,012,330 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $24.4M.
  • Wellington Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Management Group's Schwab Short-Term US Treasury ETF position peaked at $24.4M in Q1 2024.
  • 584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Wellington Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.