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

Alaska 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
2020 Q4	–	Sell	-8,718	Closed	-$224K	–	56
2020 Q3	$224K	Hold	8,718	–	–	0.05%	51
2020 Q2	$225K	Sell	8,718 -426	-5%	-$11K	0.05%	53
2020 Q1	$237K	Buy	9,144 +694	+8%	+$17.7K	0.07%	50
2019 Q4	$213K	Buy	+8,450	New	+$213K	0.03%	64
2019 Q3	–	Sell	-13,580	Closed	-$341K	–	55
2019 Q2	$341K	Hold	13,580	–	–	0.04%	55
2019 Q1	$341K	Buy	+13,580	New	+$339K	0.04%	55

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Alaska Wealth Advisors's SCHO Position: Q4 2020 in Review

Alaska Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 8,718 shares — an estimated $224K sold.

Alaska Wealth Advisors first reported a position in SCHO in Q1 2019 and held it in 6 quarters. The position peaked at $341K in Q2 2019. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Alaska Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 8,718 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $224K.
Alaska Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 6 quarters.
Alaska Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $341K in Q2 2019.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Alaska Wealth Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.