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Edge Capital Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Edge Capital Group’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
2021
Q1 		– Sell
-30,000
Closed -$771K – 294
2020
Q4 		$771K Buy
+30,000
New +$771K 0.06% 144

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Franklin Resources
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edge Capital Group's SCHO Position: Q1 2021 in Review

Edge Capital Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 30,000 shares — an estimated $771K sold.

Edge Capital Group first reported a position in SCHO in Q4 2020 and held it in 1 quarter. The position peaked at $771K in Q4 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Edge Capital Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Edge Capital Group sold 30,000 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $771K.
  • Edge Capital Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Edge Capital Group's Schwab Short-Term US Treasury ETF position peaked at $771K in Q4 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Edge Capital Group's 13F filing for Q1 2021, filed 13 May 2021.