BWA
SCHO icon

Boulder Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Boulder Wealth 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
2022
Q4 		$7K Buy
+280
New +$6.75K 0.01% 86

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Boulder Wealth Advisors's SCHO Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022: 280 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #86 among its holdings.

564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Boulder Wealth Advisors held 280 shares of Schwab Short-Term US Treasury ETF worth $7K as of Q4 2022.
  • Schwab Short-Term US Treasury ETF was a new Boulder Wealth Advisors position in Q4 2022.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #86 holding.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.