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

Armor Investment 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
2023 Q3	–	Sell	-86	Closed	-$2.07K	–	161
2023 Q2	$2.07K	Hold	86	–	–	﹤0.01%	153
2023 Q1	$2.1K	Sell	86 -88	-51%	-$2.13K	﹤0.01%	167
2022 Q4	$4.2K	Buy	+174	New	+$4.2K	﹤0.01%	163
2018 Q2	–	Sell	-248	Closed	-$6K	–	154
2018 Q1	$6K	Hold	248	–	–	0.01%	143
2017 Q4	$6K	Hold	248	–	–	0.01%	139
2017 Q3	$6K	Sell	248 -80	-24%	-$2.02K	0.01%	135
2017 Q2	$8K	Hold	328	–	–	0.01%	122
2017 Q1	$8K	Sell	328 -776	-70%	-$19.6K	0.01%	127
2016 Q4	$28K	Buy	+1,104	New	+$27.9K	0.03%	113

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Armor Investment Advisors's SCHO Position: Q3 2023 in Review

Armor Investment Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 86 shares — an estimated $2.07K sold.

Armor Investment Advisors first reported a position in SCHO in Q4 2016 and held it in 9 quarters. The position peaked at $28K in Q4 2016. 573 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Armor Investment Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Armor Investment Advisors sold 86 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $2.07K.
Armor Investment Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 9 quarters.
Armor Investment Advisors's Schwab Short-Term US Treasury ETF position peaked at $28K in Q4 2016.
573 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Armor Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.