Disciplined Investments’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-580	Closed	-$13.9K	–	1284
2023 Q2	$13.9K	Hold	580	–	–	0.01%	304
2023 Q1	$14.2K	Hold	580	–	–	0.01%	330
2022 Q4	$14K	Sell	580 -50	-8%	-$1.21K	0.01%	303
2022 Q3	$15K	Sell	630 -38	-6%	-$929	0.01%	334
2022 Q2	$16K	Hold	668	–	–	0.01%	346
2022 Q1	$17K	Hold	668	–	–	0.01%	348
2021 Q4	$17K	Hold	668	–	–	0.01%	322
2021 Q3	$17K	Buy	668 +630	+1,658%	+$16.1K	0.01%	282
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	412
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	374
2020 Q4	$1K	Sell	38 -626	-94%	-$16.1K	﹤0.01%	306
2020 Q3	$17K	Buy	664 +2	+0.3%	+$52	0.01%	230
2020 Q2	$17K	Buy	662 +2	+0.3%	+$52	0.01%	246
2020 Q1	$17K	Sell	660 -398	-38%	-$10.1K	0.02%	232
2019 Q4	$27K	Buy	+1,058	New	+$26.7K	0.02%	214

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 15.91% 1-Year Est. Return

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

Disciplined Investments's SCHO Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 580 shares — an estimated $13.9K sold.

Disciplined Investments first reported a position in SCHO in Q4 2019 and held it in 15 quarters. The position peaked at $27K in Q4 2019. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Disciplined Investments reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 580 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $13.9K.
Disciplined Investments first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Schwab Short-Term US Treasury ETF position peaked at $27K in Q4 2019.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.