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Bedel Financial Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bedel Financial Consulting’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
-166
Closed -$4K – 1068
2021
Q3 		$4K Buy
+166
New +$4.25K ﹤0.01% 817

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Bedel Financial Consulting's SCHO Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 166 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 166 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $4K.
  • Bedel Financial Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's Schwab Short-Term US Treasury ETF position peaked at $4K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.