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

Aprio 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
2021
Q4 		– Sell
-12,102
Closed -$310K – 80
2021
Q3 		$310K Buy
+12,102
New +$310K 0.14% 56

Other funds holding SCHO

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Aprio Wealth Management's SCHO Position: Q4 2021 in Review

Aprio Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 12,102 shares — an estimated $310K sold.

Aprio Wealth Management first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $310K in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Aprio Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Aprio Wealth Management sold 12,102 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $310K.
  • Aprio Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Aprio Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $310K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Aprio Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.