Adventist Health System Sunbelt Healthcare Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Adventist Health System Sunbelt Healthcare Corp’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
2022 Q2	–	Sell	-85,800	Closed	-$2.13M	–	15
2022 Q1	$2.13M	Sell	85,800 -800	-0.9%	-$20.1K	0.14%	14
2021 Q4	$2.2M	Hold	86,600	–	–	0.08%	13
2021 Q3	$2.22M	Hold	86,600	–	–	0.08%	13
2021 Q2	$2.22M	Buy	86,600 +1,772	+2%	+$45.4K	0.1%	10
2021 Q1	$2.18M	Buy	84,828 +13,628	+19%	+$350K	0.1%	10
2020 Q4	$1.83M	Buy	71,200 +2,626	+4%	+$67.5K	0.1%	10
2020 Q3	$1.77M	Buy	68,574 +2,840	+4%	+$73.2K	0.1%	9
2020 Q2	$1.7M	Buy	65,734 +2,906	+5%	+$75K	0.11%	8
2020 Q1	$1.63M	Buy	+62,828	New	+$1.6M	0.3%	7

Other funds holding SCHO

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp's SCHO Position: Q2 2022 in Review

Adventist Health System Sunbelt Healthcare Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 85,800 shares — an estimated $2.13M sold.

Adventist Health System Sunbelt Healthcare Corp first reported a position in SCHO in Q1 2020 and held it in 9 quarters. The position peaked at $2.22M in Q3 2021. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Adventist Health System Sunbelt Healthcare Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Adventist Health System Sunbelt Healthcare Corp sold 85,800 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $2.13M.
Adventist Health System Sunbelt Healthcare Corp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 9 quarters.
Adventist Health System Sunbelt Healthcare Corp's Schwab Short-Term US Treasury ETF position peaked at $2.22M in Q3 2021.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Adventist Health System Sunbelt Healthcare Corp's 13F filing for Q2 2022, filed 15 Aug 2022.