Blueprint Investment Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Blueprint Investment 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
2023 Q1	–	Sell	-9,990	Closed	-$241K	–	275
2022 Q4	$241K	Sell	9,990 -1,848	-16%	-$44.6K	0.05%	189
2022 Q3	$286K	Sell	11,838 -52,724	-82%	-$1.29M	0.08%	105
2022 Q2	$1.59M	Sell	64,562 -62,148	-49%	-$1.53M	0.43%	42
2022 Q1	$3.14M	Buy	126,710 +86,600	+216%	+$2.17M	0.81%	32
2021 Q4	$1.02M	Sell	40,110 -33,112	-45%	-$844K	0.25%	80
2021 Q3	$1.87M	Buy	73,222 +23,044	+46%	+$590K	0.94%	22
2021 Q2	$1.28M	Sell	50,178 -9,488	-16%	-$243K	1.03%	20
2021 Q1	$1.53M	Buy	59,666 +59,648	+331,378%	+$1.53M	1.19%	19
2020 Q4	$447	Sell	18 -17,380	-100%	-$447K	0.36%	32
2020 Q3	$447K	Sell	17,398 -26,332	-60%	-$679K	0.35%	33
2020 Q2	$1.13M	Sell	43,730 -112,124	-72%	-$2.9M	0.72%	24
2020 Q1	$4.03M	Buy	155,854 +137,648	+756%	+$3.51M	4.1%	6
2019 Q4	$460K	Buy	+18,206	New	+$460K	0.37%	20

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

Blueprint Investment Partners's SCHO Position: Q1 2023 in Review

Blueprint Investment Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 9,990 shares — an estimated $241K sold.

Blueprint Investment Partners first reported a position in SCHO in Q4 2019 and held it in 13 quarters. The position peaked at $4.03M in Q1 2020. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Blueprint Investment Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Blueprint Investment Partners sold 9,990 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $241K.
Blueprint Investment Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 13 quarters.
Blueprint Investment Partners's Schwab Short-Term US Treasury ETF position peaked at $4.03M in Q1 2020.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Blueprint Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.