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Andrews Lucia Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Andrews Lucia Wealth Management’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
-15,388
Closed -$381K – 24
2022
Q2 		$381K Sell
15,388
-38,954
-72% -$960K 0.36% 17
2022
Q1 		$1.38M Buy
54,342
+39,112
+257% +$982K 1.24% 11
2021
Q4 		$387K Buy
+15,230
New +$388K 0.35% 17

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Andrews Lucia Wealth Management's SCHO Position: Q3 2022 in Review

Andrews Lucia Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 15,388 shares — an estimated $381K sold.

Andrews Lucia Wealth Management first reported a position in SCHO in Q4 2021 and held it in 3 quarters. The position peaked at $1.38M in Q1 2022. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

  • Andrews Lucia Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Andrews Lucia Wealth Management sold 15,388 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $381K.
  • Andrews Lucia Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 3 quarters.
  • Andrews Lucia Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $1.38M in Q1 2022.
  • 527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Andrews Lucia Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.