Enterprise Financial Services Corp (EFSC)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q1	–	Sell	-408	Closed	-$10K	–	337
2021 Q4	$10K	Sell	408 -22	-5%	-$561	﹤0.01%	307
2021 Q3	$11K	Hold	430	–	–	﹤0.01%	324
2021 Q2	$11K	Sell	430 -1,480	-77%	-$38K	﹤0.01%	737
2021 Q1	$49K	Buy	1,910 +310	+19%	+$7.96K	0.01%	406
2020 Q4	$41K	Sell	1,600 -6,800	-81%	-$175K	0.01%	416
2020 Q3	$216K	Hold	8,400	–	–	0.04%	202
2020 Q2	$217K	Hold	8,400	–	–	0.05%	198
2020 Q1	$217K	Hold	8,400	–	–	0.05%	186
2019 Q4	$212K	Hold	8,400	–	–	0.05%	220
2019 Q3	$212K	Sell	8,400 -580	-6%	-$14.7K	0.05%	213
2019 Q2	$227K	Hold	8,980	–	–	0.05%	211
2019 Q1	$225K	Buy	+8,980	New	+$224K	0.05%	207

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHO Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 408 shares — an estimated $10K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHO in Q1 2019 and held it in 12 quarters. The position peaked at $227K in Q2 2019. 495 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 408 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $10K.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and held it in 12 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab Short-Term US Treasury ETF position peaked at $227K in Q2 2019.
495 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.