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Adero Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Adero Partners’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
2023
Q1 		– Sell
-10,980
Closed -$265K – 175
2022
Q4 		$265K Sell
10,980
-642
-6% -$15.5K 0.03% 136
2022
Q3 		$279K Sell
11,622
-64
-0.5% -$1.56K 0.04% 124
2022
Q2 		$287K Buy
11,686
+160
+1% +$3.94K 0.04% 122
2022
Q1 		$286K Buy
11,526
+34
+0.3% +$854 0.04% 131
2021
Q4 		$292K Sell
11,492
-8
-0.1% -$204 0.05% 134
2021
Q3 		$294K Buy
11,500
+1,084
+10% +$27.8K 0.05% 123
2021
Q2 		$267K Sell
10,416
-374
-3% -$9.59K 0.06% 118
2021
Q1 		$277K Sell
10,790
-496
-4% -$12.7K 0.12% 98
2020
Q4 		$290K Sell
11,286
-2
-0% -$51 0.25% 59
2020
Q3 		$291K Buy
+11,288
New +$291K 0.23% 71

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Adero Partners's SCHO Position: Q1 2023 in Review

Adero Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 10,980 shares — an estimated $265K sold.

Adero Partners first reported a position in SCHO in Q3 2020 and held it in 10 quarters. The position peaked at $294K in Q3 2021. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Adero Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Adero Partners sold 10,980 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $265K.
  • Adero Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 10 quarters.
  • Adero Partners's Schwab Short-Term US Treasury ETF position peaked at $294K in Q3 2021.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Adero Partners's 13F filing for Q1 2023, filed 4 May 2023.