Avantax Planning Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avantax Planning Partners’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
2020 Q4	–	Sell	-8,354	Closed	-$215K	–	309
2020 Q3	$215K	Sell	8,354 -28,324	-77%	-$730K	0.01%	270
2020 Q2	$947K	Buy	36,678 +1,062	+3%	+$27.4K	0.05%	122
2020 Q1	$921K	Buy	35,616 +27,126	+320%	+$691K	0.06%	109
2019 Q4	$214K	Buy	+8,490	New	+$215K	0.01%	282
2019 Q2	–	Sell	-13,056	Closed	-$328K	–	305
2019 Q1	$328K	Buy	13,056 +4,214	+48%	+$105K	0.02%	216
2018 Q4	$221K	Buy	8,842 +7,244	+453%	+$180K	0.02%	242
2018 Q3	$40K	Buy	+1,598	New	+$39.7K	﹤0.01%	537
2018 Q2	–	Sell	-1,000	Closed	-$25K	–	1247
2018 Q1	$25K	Buy	+1,000	New	+$24.9K	﹤0.01%	702

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantax Planning Partners's SCHO Position: Q4 2020 in Review

Avantax Planning Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 8,354 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in SCHO in Q1 2018 and held it in 8 quarters. The position peaked at $947K in Q2 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Avantax Planning Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Avantax Planning Partners sold 8,354 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $215K.
Avantax Planning Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and held it in 8 quarters.
Avantax Planning Partners's Schwab Short-Term US Treasury ETF position peaked at $947K in Q2 2020.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.