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

Ancora 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 Q4	–	Sell	-2,596	Closed	-$63K	–	1926
2022 Q3	$63K	Buy	+2,596	New	+$63.5K	﹤0.01%	1015
2022 Q1	–	Sell	-1,340	Closed	-$34K	–	2497
2021 Q4	$34K	Buy	1,340 +1,298	+3,090%	+$33.1K	﹤0.01%	1411
2021 Q3	$1K	Buy	+42	New	+$1.08K	﹤0.01%	2127
2020 Q2	–	Sell	-50,000	Closed	-$1.29M	–	1423
2020 Q1	$1.29M	Buy	+50,000	New	+$1.27M	0.06%	280

Other funds holding SCHO

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

MIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ancora Advisors's SCHO Position: Q4 2022 in Review

Ancora Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 2,596 shares — an estimated $63K sold.

Ancora Advisors first reported a position in SCHO in Q1 2020 and held it in 4 quarters. The position peaked at $1.29M in Q1 2020. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Ancora Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 2,596 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $63K.
Ancora Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 4 quarters.
Ancora Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.29M in Q1 2020.
564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.