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Cardan Capital Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cardan Capital 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
2021
Q1 		– Sell
-9,616
Closed -$247K – 257
2020
Q4 		$247K Buy
9,616
+668
+7% +$17.2K 0.03% 199
2020
Q3 		$230K Buy
8,948
+918
+11% +$23.7K 0.03% 208
2020
Q2 		$207K Sell
8,030
-8,410
-51% -$217K 0.03% 218
2020
Q1 		$425K Buy
+16,440
New +$419K 0.07% 133

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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

Cardan Capital Partners's SCHO Position: Q1 2021 in Review

Cardan Capital Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 9,616 shares — an estimated $247K sold.

Cardan Capital Partners first reported a position in SCHO in Q1 2020 and held it in 4 quarters. The position peaked at $425K in Q1 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Cardan Capital Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Cardan Capital Partners sold 9,616 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $247K.
  • Cardan Capital Partners first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 4 quarters.
  • Cardan Capital Partners's Schwab Short-Term US Treasury ETF position peaked at $425K in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Cardan Capital Partners's 13F filing for Q1 2021, filed 13 Apr 2021.