AWA
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Acorn Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Acorn Wealth Advisors’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
2021
Q1 		– Sell
-8,334
Closed -$214K – 165
2020
Q4 		$214K Sell
8,334
-926
-10% -$23.8K 0.17% 137
2020
Q3 		$238K Buy
+9,260
New +$239K 0.21% 104
2019
Q2 		– Sell
-9,188
Closed -$230K – 129
2019
Q1 		$230K Sell
9,188
-1,952
-18% -$48.7K 0.21% 110
2018
Q4 		$278K Buy
11,140
+1,048
+10% +$26K 0.28% 74
2018
Q3 		$250K Sell
10,092
-3,878
-28% -$96.3K 0.25% 97
2018
Q2 		$347K Buy
13,970
+26
+0.2% +$646 0.3% 59
2018
Q1 		$346K Sell
13,944
-914
-6% -$22.8K 0.3% 58
2017
Q4 		$371K Buy
+14,858
New +$373K 0.34% 54

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return