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

Burt 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
2021
Q1 		– Sell
-640
Closed -$16K – 302
2020
Q4 		$16K Hold
640
– – 0.01% 257
2020
Q3 		$16K Sell
640
-78
-11% -$2.01K 0.01% 254
2020
Q2 		$19K Sell
718
-100
-12% -$2.58K 0.01% 235
2020
Q1 		$21K Sell
818
-34
-4% -$866 0.01% 223
2019
Q4 		$22K Sell
852
-58
-6% -$1.47K 0.01% 231
2019
Q3 		$23K Sell
910
-30
-3% -$758 0.01% 223
2019
Q2 		$24K Buy
940
+4
+0.4% +$100 0.01% 220
2019
Q1 		$23K Sell
936
-2,850
-75% -$71.2K 0.01% 231
2018
Q4 		$94K Sell
3,786
-204
-5% -$5.06K 0.04% 128
2018
Q3 		$99K Sell
3,990
-156
-4% -$3.87K 0.04% 138
2018
Q2 		$103K Buy
4,146
+680
+20% +$16.9K 0.05% 124
2018
Q1 		$86K Sell
3,466
-5,682
-62% -$142K 0.04% 139
2017
Q4 		$229K Sell
9,148
-1,786
-16% -$44.8K 0.14% 63
2017
Q3 		$276K Buy
10,934
+9,680
+772% +$244K 0.18% 58
2017
Q2 		$31K Buy
1,254
+232
+23% +$5.85K 0.02% 222
2017
Q1 		$26K Sell
1,022
-15,796
-94% -$398K 0.02% 216
2016
Q4 		$424K Buy
16,818
+16,160
+2,456% +$409K 0.38% 40
2016
Q3 		$16K Buy
658
+54
+9% +$1.37K 0.02% 235
2016
Q2 		$15K Sell
604
-70
-10% -$1.78K 0.02% 239
2016
Q1 		$17K Buy
674
+518
+332% +$13.1K 0.02% 268
2015
Q4 		$4K Buy
+156
New +$3.95K ﹤0.01% 405

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burt Wealth Advisors's SCHO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 640 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in SCHO in Q4 2015 and held it in 21 quarters. The position peaked at $424K in Q4 2016. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 640 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $16K.
  • Burt Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2015 and held it in 21 quarters.
  • Burt Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $424K in Q4 2016.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.