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Colton Groome Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Colton Groome Financial 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
2023
Q1 		– Sell
-1,402,680
Closed -$33.8M – 134
2022
Q4 		$33.8M Sell
1,402,680
-762,548
-35% -$18.4M 16.59% 1
2022
Q3 		$52.2M Buy
2,165,228
+274,776
+15% +$6.72M 26.64% 1
2022
Q2 		$46.5M Buy
1,890,452
+1,559,958
+472% +$38.5M 23.25% 1
2022
Q1 		$8.19M Buy
330,494
+268,784
+436% +$6.75M 3.79% 7
2021
Q4 		$1.57M Buy
61,710
+8,740
+16% +$223K 0.64% 42
2021
Q3 		$1.36M Buy
52,970
+3,898
+8% +$99.9K 0.59% 34
2021
Q2 		$1.26M Buy
49,072
+8,330
+20% +$214K 0.58% 34
2021
Q1 		$1.04M Sell
40,742
-4,184
-9% -$107K 0.58% 26
2020
Q4 		$1.15M Sell
44,926
-1,400
-3% -$36K 0.74% 29
2020
Q3 		$1.19M Sell
46,326
-351,726
-88% -$9.07M 0.84% 25
2020
Q2 		$10.3M Sell
398,052
-1,643,128
-80% -$42.4M 7.47% 5
2020
Q1 		$52.8M Buy
2,041,180
+1,993,400
+4,172% +$50.8M 43.68% 1
2019
Q4 		$1.21M Buy
47,780
+1,288
+3% +$32.5K 0.86% 25
2019
Q3 		$1.17M Buy
46,492
+10,256
+28% +$259K 0.87% 27
2019
Q2 		$917K Buy
+36,236
New +$910K 0.73% 23

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Colton Groome Financial Advisors's SCHO Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 1,402,680 shares — an estimated $33.8M sold.

Colton Groome Financial Advisors first reported a position in SCHO in Q2 2019 and held it in 15 quarters. The position peaked at $52.8M in Q1 2020. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Colton Groome Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 1,402,680 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $33.8M.
  • Colton Groome Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 15 quarters.
  • Colton Groome Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $52.8M in Q1 2020.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.