Alpha Cubed Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Alpha Cubed Investments’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 Q3	–	Sell	-11,132	Closed	-$274K	–	313
2022 Q2	$274K	Buy	+11,132	New	+$274K	0.02%	247
2020 Q3	–	Sell	-12,984	Closed	-$335K	–	240
2020 Q2	$335K	Buy	+12,984	New	+$335K	0.04%	156

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

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 $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Alpha Cubed Investments's SCHO Position: Q3 2022 in Review

Alpha Cubed Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 11,132 shares — an estimated $274K sold.

Alpha Cubed Investments first reported a position in SCHO in Q2 2020 and held it in 2 quarters. The position peaked at $335K in Q2 2020. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

Alpha Cubed Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Alpha Cubed Investments sold 11,132 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $274K.
Alpha Cubed Investments first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 2 quarters.
Alpha Cubed Investments's Schwab Short-Term US Treasury ETF position peaked at $335K in Q2 2020.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Alpha Cubed Investments's 13F filing for Q3 2022, filed 4 Nov 2022.