Zimmermann Investment Management & Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Zimmermann Investment Management & Planning’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	-12,518	Closed	-$307K	–	111
2024 Q3	$307K	Sell	12,518 -11,724	-48%	-$285K	0.09%	111
2024 Q2	$583K	Sell	24,242 -53,284	-69%	-$1.28M	0.19%	72
2024 Q1	$1.87M	Sell	77,526 -53,178	-41%	-$1.28M	0.67%	45
2023 Q4	$3.17M	Buy	130,704 +8,546	+7%	+$205K	1.3%	28
2023 Q3	$2.93M	Buy	122,158 +48,958	+67%	+$1.17M	1.4%	27
2023 Q2	$1.76M	Buy	73,200 +1,770	+2%	+$42.9K	0.82%	39
2023 Q1	$1.74M	Sell	71,430 -100,470	-58%	-$2.43M	0.91%	34
2022 Q4	$4.15M	Buy	171,900 +12,754	+8%	+$307K	2.39%	16
2022 Q3	$3.84M	Buy	+159,146	New	+$3.89M	2.39%	17

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmermann Investment Management & Planning's SCHO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2024, closing a stake of 12,518 shares — an estimated $307K sold.

Zimmermann Investment Management & Planning first reported a position in SCHO in Q3 2022 and held it in 9 quarters. The position peaked at $4.15M in Q4 2022. 632 funds tracked by Wall St. Rank hold SCHO as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 12,518 Schwab Short-Term US Treasury ETF shares in Q4 2024, an estimated $307K.
Zimmermann Investment Management & Planning first reported a position in Schwab Short-Term US Treasury ETF in Q3 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Schwab Short-Term US Treasury ETF position peaked at $4.15M in Q4 2022.
632 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.