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Windsor Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Windsor Advisory 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
Q4 		– Sell
-860
Closed -$21.1K – 99
2024
Q3 		$21.1K Buy
+860
New +$20.9K 0.02% 74

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

Windsor Advisory Group's SCHO Position: Q4 2024 in Review

Windsor Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 860 shares — an estimated $21.1K sold.

Windsor Advisory Group first reported a position in SCHO in Q3 2024 and held it in 1 quarter. The position peaked at $21.1K in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Windsor Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 860 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $21.1K.
  • Windsor Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Windsor Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $21.1K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Windsor Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.