Bridge Advisory’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-20,562	Closed	-$492K	–	144
2023 Q3	$492K	Sell	20,562 -1,198	-6%	-$28.7K	0.17%	92
2023 Q2	$523K	Sell	21,760 -966	-4%	-$23.4K	0.19%	82
2023 Q1	$554K	Sell	22,726 -58,472	-72%	-$1.42M	0.21%	75
2022 Q4	$1.96M	Buy	+81,198	New	+$1.96M	0.82%	27

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bridge Advisory's SCHO Position: Q4 2023 in Review

Bridge Advisory sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 20,562 shares — an estimated $492K sold.

Bridge Advisory first reported a position in SCHO in Q4 2022 and held it in 4 quarters. The position peaked at $1.96M in Q4 2022. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Bridge Advisory reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 20,562 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $492K.
Bridge Advisory first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 4 quarters.
Bridge Advisory's Schwab Short-Term US Treasury ETF position peaked at $1.96M in Q4 2022.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.