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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Acorn Wealth Advisors's SCHO Position: Q1 2021 in Review

Acorn Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 8,334 shares — an estimated $214K sold.

Acorn Wealth Advisors first reported a position in SCHO in Q4 2017 and held it in 8 quarters. The position peaked at $371K in Q4 2017. 484 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

Acorn Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 8,334 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $214K.
Acorn Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 8 quarters.
Acorn Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $371K in Q4 2017.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Acorn Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.