Clear Perspectives Financial Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Clear Perspectives Financial 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
2022 Q2	–	Sell	-29,856	Closed	-$740K	–	224
2022 Q1	$740K	Sell	29,856 -30,346	-50%	-$762K	0.28%	37
2021 Q4	$1.53M	Sell	60,202 -8,366	-12%	-$213K	0.62%	27
2021 Q3	$1.75M	Buy	68,568 +15,206	+28%	+$390K	0.8%	26
2021 Q2	$1.37M	Buy	53,362 +6,662	+14%	+$171K	0.66%	28
2021 Q1	$1.2M	Sell	46,700 -20,380	-30%	-$523K	0.69%	29
2020 Q4	$1.72M	Buy	+67,080	New	+$1.72M	1.09%	23

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHO Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 29,856 shares — an estimated $740K sold.

Clear Perspectives Financial Planning first reported a position in SCHO in Q4 2020 and held it in 6 quarters. The position peaked at $1.75M in Q3 2021. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 29,856 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $740K.
Clear Perspectives Financial Planning first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's Schwab Short-Term US Treasury ETF position peaked at $1.75M in Q3 2021.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.