Baldrige Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Baldrige Asset 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
2023 Q1	$61K	Hold	2,504	–	–	0.03%	165
2022 Q4	$60K	Hold	2,504	–	–	0.03%	168
2022 Q3	$60K	Hold	2,504	–	–	0.03%	159
2022 Q2	$62K	Hold	2,504	–	–	0.03%	160
2022 Q1	$62K	Buy	2,504 +134	+6%	+$3.37K	0.03%	160
2021 Q4	$60K	Hold	2,370	–	–	0.02%	160
2021 Q3	$61K	Buy	2,370 +322	+16%	+$8.25K	0.03%	154
2021 Q2	$52K	Buy	+2,048	New	+$52.5K	0.02%	163

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Baldrige Asset Management's SCHO Position: Q1 2023 in Review

Baldrige Asset Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2023 at 2,504 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #165.

Baldrige Asset Management first reported a position in SCHO in Q2 2021 and has held it in 8 quarters since. The position peaked at $62K in Q2 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Baldrige Asset Management held 2,504 shares of Schwab Short-Term US Treasury ETF worth $61K as of Q1 2023.
Baldrige Asset Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2023.
Schwab Short-Term US Treasury ETF made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #165 holding.
Baldrige Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Schwab Short-Term US Treasury ETF position peaked at $62K in Q2 2022.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.