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Armbruster Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Armbruster Capital 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
Q2 		– Sell
-19,974
Closed -$495K – 119
2022
Q1 		$495K Sell
19,974
-248,192
-93% -$6.23M 0.12% 75
2021
Q4 		$6.82M Buy
+268,166
New +$6.84M 1.56% 19

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Armbruster Capital Management's SCHO Position: Q2 2022 in Review

Armbruster Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 19,974 shares — an estimated $495K sold.

Armbruster Capital Management first reported a position in SCHO in Q4 2021 and held it in 2 quarters. The position peaked at $6.82M in Q4 2021. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

  • Armbruster Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Armbruster Capital Management sold 19,974 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $495K.
  • Armbruster Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Armbruster Capital Management's Schwab Short-Term US Treasury ETF position peaked at $6.82M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Armbruster Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.