Carolinas Wealth Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-80	Closed	-$2K	–	1097
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	776
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	778
2022 Q1	$2K	Hold	80	–	–	﹤0.01%	810
2021 Q4	$2K	Sell	80 -2	-2%	-$51	﹤0.01%	845
2021 Q3	$2K	Buy	82 +2	+3%	+$51	﹤0.01%	809
2021 Q2	$2K	Hold	80	–	–	﹤0.01%	823
2021 Q1	$2K	Hold	80	–	–	﹤0.01%	832
2020 Q4	$2K	Buy	+80	New	+$2.06K	﹤0.01%	759

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Carolinas Wealth Consulting's SCHO Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 80 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in SCHO in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 80 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $2K.
Carolinas Wealth Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's Schwab Short-Term US Treasury ETF position peaked at $2K in Q3 2022.
564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.