Financial & Tax Architects’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Financial & Tax Architects’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
2024 Q1	–	Sell	-18,028	Closed	-$437K	–	96
2023 Q4	$437K	Sell	18,028 -101,904	-85%	-$2.45M	0.13%	70
2023 Q3	$2.87M	Sell	119,932 -94,584	-44%	-$2.27M	0.89%	35
2023 Q2	$5.15M	Sell	214,516 -58,586	-21%	-$1.42M	1.59%	27
2023 Q1	$6.66M	Sell	273,102 -70,870	-21%	-$1.72M	2.19%	9
2022 Q4	$8.36M	Buy	343,972 +1,050	+0.3%	+$25.3K	2.85%	6
2022 Q3	$8.27M	Buy	342,922 +36,630	+12%	+$896K	3.1%	7
2022 Q2	$7.53M	Buy	306,292 +128,520	+72%	+$3.17M	2.85%	8
2022 Q1	$4.4M	Buy	+177,772	New	+$4.46M	1.66%	20
2021 Q2	–	Sell	-8,108	Closed	-$208K	–	107
2021 Q1	$208K	Buy	+8,108	New	+$208K	0.12%	96

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial & Tax Architects's SCHO Position: Q1 2024 in Review

Financial & Tax Architects sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 18,028 shares — an estimated $437K sold.

Financial & Tax Architects first reported a position in SCHO in Q1 2021 and held it in 9 quarters. The position peaked at $8.36M in Q4 2022. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

Financial & Tax Architects reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
Financial & Tax Architects sold 18,028 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $437K.
Financial & Tax Architects first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's Schwab Short-Term US Treasury ETF position peaked at $8.36M in Q4 2022.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.