American Portfolios Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

American Portfolios 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
2022 Q3	$1.41M	Buy	58,288 +2,596	+5%	+$63.5K	0.06%	322
2022 Q2	$1.37M	Buy	55,692 +7,670	+16%	+$189K	0.06%	334
2022 Q1	$1.19M	Buy	48,022 +3,246	+7%	+$81.5K	0.04%	433
2021 Q4	$1.14M	Sell	44,776 -3,340	-7%	-$85.2K	0.04%	450
2021 Q3	$1.23M	Buy	48,116 +3,196	+7%	+$81.9K	0.05%	377
2021 Q2	$1.15M	Sell	44,920 -3,974	-8%	-$102K	0.04%	409
2021 Q1	$1.25M	Buy	48,894 +39,770	+436%	+$1.02M	0.05%	336
2020 Q4	$234K	Sell	9,124 -45,724	-83%	-$1.18M	0.01%	833
2020 Q3	$1.41M	Buy	54,848 +23,116	+73%	+$596K	0.08%	223
2020 Q2	$819K	Sell	31,732 -88,136	-74%	-$2.28M	0.05%	317
2020 Q1	$3.1M	Buy	119,868 +89,642	+297%	+$2.28M	0.26%	86
2019 Q4	$763K	Buy	30,226 +6,676	+28%	+$169K	0.05%	321
2019 Q3	$596K	Buy	23,550 +2,204	+10%	+$55.7K	0.05%	353
2019 Q2	$540K	Sell	21,346 -74,974	-78%	-$1.88M	0.05%	368
2019 Q1	$2.42M	Sell	96,320 -24,020	-20%	-$600K	0.23%	98
2018 Q4	$3M	Buy	120,340 +84,946	+240%	+$2.11M	0.37%	64
2018 Q3	$877K	Buy	35,394 +9,806	+38%	+$243K	0.1%	201
2018 Q2	$636K	Sell	25,588 -38,250	-60%	-$950K	0.09%	236
2018 Q1	$1.59M	Buy	63,838 +5,052	+9%	+$126K	0.24%	88
2017 Q4	$1.47M	Buy	+58,786	New	+$1.48M	0.23%	91

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 13.96% 1-Year Est. Return

American Portfolios Advisors's SCHO Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q3 2022, buying an estimated $63.5K and bringing the position to 58,288 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #322.

American Portfolios Advisors first reported a position in SCHO in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.1M in Q1 2020. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

American Portfolios Advisors held 58,288 shares of Schwab Short-Term US Treasury ETF worth $1.41M as of Q3 2022.
American Portfolios Advisors bought 2,596 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $63.5K.
Schwab Short-Term US Treasury ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #322 holding.
American Portfolios Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Schwab Short-Term US Treasury ETF position peaked at $3.1M in Q1 2020.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.