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Financial Synergies Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial Synergies Wealth Advisors’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
Q4 		– Sell
-8,926
Closed -$230K – 61
2020
Q3 		$230K Buy
+8,926
New +$230K 0.06% 57

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NA
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FEG
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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

Financial Synergies Wealth Advisors's SCHO Position: Q4 2020 in Review

Financial Synergies Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 8,926 shares — an estimated $230K sold.

Financial Synergies Wealth Advisors first reported a position in SCHO in Q3 2020 and held it in 1 quarter. The position peaked at $230K in Q3 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

  • Financial Synergies Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8,926 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $230K.
  • Financial Synergies Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $230K in Q3 2020.
  • 500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2020, filed 5 Apr 2024.