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EF
Empirical Finance’s
Schwab Short-Term US Treasury ETF
SCHO
Stock Holding History
Empirical Finance’s Portfolio
SCHO Stock Details
SCHO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-9,414
Closed
-$241K
–
466
2021
Q3
$241K
Sell
9,414
-630
-6%
-$16.1K
0.04%
388
2021
Q2
$257K
Sell
10,044
-2,950
-23%
-$75.6K
0.04%
354
2021
Q1
$334K
Hold
12,994
–
–
0.06%
248
2020
Q4
$334K
Hold
12,994
–
–
0.06%
248
2020
Q3
$335K
Sell
12,994
-182
-1%
-$4.69K
0.07%
214
2020
Q2
$340K
Sell
13,176
-1,936
-13%
-$50K
0.09%
182
2020
Q1
$391K
Sell
15,112
-5,176
-26%
-$132K
0.12%
140
2019
Q4
$512K
Hold
20,288
–
–
0.12%
133
2019
Q3
$513K
Hold
20,288
–
–
0.14%
116
2019
Q2
$513K
Buy
20,288
+2,184
+12%
+$54.9K
0.14%
113
2019
Q1
$454K
Buy
18,104
+4,826
+36%
+$121K
0.12%
123
2018
Q4
$331K
Buy
13,278
+5,200
+64%
+$129K
0.1%
119
2018
Q3
$200K
Buy
8,078
+30
+0.4%
+$745
0.05%
151
2018
Q2
$200K
Sell
8,048
-10,056
-56%
-$250K
0.05%
138
2018
Q1
$454K
Buy
+18,104
New
+$451K
0.12%
123
Other funds holding SCHO
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
FEG
Fund Evaluation Group
Cincinnati, Ohio
$3.25B AUM
14.16%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AA
Alesco Advisors
Pittsford, New York
$3.92B AUM
15.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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