Darwin Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Darwin Wealth Management’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 Q2	–	Sell	-8,926	Closed	-$217K	–	164
2023 Q1	$217K	Sell	8,926 -188	-2%	-$4.55K	0.06%	145
2022 Q4	$221K	Sell	9,114 -4,068	-31%	-$98.1K	0.06%	154
2022 Q3	$317K	Buy	13,182 +1,054	+9%	+$25.8K	0.08%	122
2022 Q2	$298K	Buy	+12,128	New	+$299K	0.06%	138
2022 Q1	–	Sell	-10,302	Closed	-$260K	–	177
2021 Q4	$260K	Sell	10,302 -3,928	-28%	-$100K	0.04%	153
2021 Q3	$364K	Sell	14,230 -5,306	-27%	-$136K	0.06%	127
2021 Q2	$500K	Sell	19,536 -7,066	-27%	-$181K	0.08%	114
2021 Q1	$682K	Buy	26,602 +7,030	+36%	+$181K	0.12%	98
2020 Q4	$502K	Buy	+19,572	New	+$503K	0.09%	109

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Darwin Wealth Management's SCHO Position: Q2 2023 in Review

Darwin Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2023, closing a stake of 8,926 shares — an estimated $217K sold.

Darwin Wealth Management first reported a position in SCHO in Q4 2020 and held it in 9 quarters. The position peaked at $682K in Q1 2021. 581 funds tracked by Wall St. Rank hold SCHO as of Q2 2023.

Darwin Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Darwin Wealth Management sold 8,926 Schwab Short-Term US Treasury ETF shares in Q2 2023, an estimated $217K.
Darwin Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 9 quarters.
Darwin Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $682K in Q1 2021.
581 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2023.

Based on Darwin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.