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WR Wealth Planners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

WR Wealth Planners’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 		$59K Buy
2,450
+30
+1% +$726 0.02% 299
2024
Q3 		$59.3K Buy
+2,420
New +$58.8K 0.02% 321
2023
Q3 		– Sell
-110
Closed -$2.64K – 942
2023
Q2 		$2.64K Buy
+110
New +$2.67K ﹤0.01% 748

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's SCHO Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.2% in Q4 2024, buying an estimated $726 and bringing the position to 2,450 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #299.

WR Wealth Planners first reported a position in SCHO in Q2 2023 and has held it in 3 quarters since. The position peaked at $59.3K in Q3 2024. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

  • WR Wealth Planners held 2,450 shares of Schwab Short-Term US Treasury ETF worth $59K as of Q4 2024.
  • WR Wealth Planners bought 30 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $726.
  • Schwab Short-Term US Treasury ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #299 holding.
  • WR Wealth Planners first reported a position in Schwab Short-Term US Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Schwab Short-Term US Treasury ETF position peaked at $59.3K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.