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

EPG 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
2020
Q2 		– Sell
-1,170
Closed -$30K – 639
2020
Q1 		$30K Hold
1,170
– – 0.02% 341
2019
Q4 		$30K Buy
+1,170
New +$29.6K 0.02% 291

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's SCHO Position: Q2 2020 in Review

EPG Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 1,170 shares — an estimated $30K sold.

EPG Wealth Management first reported a position in SCHO in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

  • EPG Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,170 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $30K.
  • EPG Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $30K in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.