Daffy Charitable Fund’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Daffy Charitable Fund’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	$448K	Buy	+18,625	New	+$451K	0.25%	24

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Daffy Charitable Fund's SCHO Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024: 18,625 shares worth $448K. The stake represents 0.25% of the portfolio and ranks #24 among its holdings.

636 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Daffy Charitable Fund held 18,625 shares of Schwab Short-Term US Treasury ETF worth $448K as of Q4 2024.
Schwab Short-Term US Treasury ETF was a new Daffy Charitable Fund position in Q4 2024.
Schwab Short-Term US Treasury ETF made up 0.25% of Daffy Charitable Fund's portfolio in Q4 2024, its #24 holding.
636 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.