WFAG
SCHO icon

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

Worth Financial 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
-11,678
Closed -$286K – 168
2024
Q3 		$286K Buy
11,678
+420
+4% +$10.2K 0.17% 127
2024
Q2 		$271K Buy
+11,258
New +$270K 0.18% 119

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 22.9% 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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Worth Financial Advisory Group's SCHO Position: Q4 2024 in Review

Worth Financial Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 11,678 shares — an estimated $286K sold.

Worth Financial Advisory Group first reported a position in SCHO in Q2 2024 and held it in 2 quarters. The position peaked at $286K in Q3 2024. 633 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • Worth Financial Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 11,678 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $286K.
  • Worth Financial Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Worth Financial Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $286K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Worth Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.