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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,966
Closed -$241K 79
2022
Q3
$241K Sell
9,966
-2,648
-21% -$64.8K 0.24% 72
2022
Q2
$310K Sell
12,614
-3,516
-22% -$86.7K 0.28% 68
2022
Q1
$400K Hold
16,130
0.33% 60
2021
Q4
$410K Buy
+16,130
New +$411K 0.34% 61

Other funds holding SCHO

Finer Wealth Management's SCHO Position: Q4 2022 in Review

Finer Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 9,966 shares — an estimated $241K sold.

Finer Wealth Management first reported a position in SCHO in Q4 2021 and held it in 4 quarters. The position peaked at $410K in Q4 2021. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Finer Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Finer Wealth Management sold 9,966 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $241K.
  • Finer Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 4 quarters.
  • Finer Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $410K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Finer Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.