CWP
SCHO icon

Capital Wealth Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-9,548
Closed -$245K – 137
2021
Q1 		$245K Buy
+9,548
New +$245K 0.01% 110
2020
Q2 		– Sell
-31,744
Closed -$821K – 187
2020
Q1 		$821K Sell
31,744
-18,626
-37% -$474K 0.05% 91
2019
Q4 		$1.27M Buy
50,370
+548
+1% +$13.8K 0.08% 76
2019
Q3 		$1.26M Buy
49,822
+34,420
+223% +$870K 0.08% 75
2019
Q2 		$390K Buy
15,402
+5,402
+54% +$136K 0.03% 149
2019
Q1 		$251K Hold
10,000
– – 0.16% 56
2018
Q4 		$250K Buy
+10,000
New +$248K 0.17% 54

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return