FinTrust Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

FinTrust Capital 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
2022 Q2	–	Sell	-400	Closed	-$10K	–	1297
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	952
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	920
2021 Q3	$10K	Buy	+400	New	+$10.2K	﹤0.01%	917
2020 Q2	–	Sell	-4	Closed	–	–	1145
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1165
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1113
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1090
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1226
2019 Q1	$0	Sell	4 -1,878	-100%	-$46.9K	﹤0.01%	1333
2018 Q4	$47K	Buy	+1,882	New	+$46.7K	0.02%	392

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

FinTrust Capital Advisors's SCHO Position: Q2 2022 in Review

FinTrust Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 400 shares — an estimated $10K sold.

FinTrust Capital Advisors first reported a position in SCHO in Q4 2018 and held it in 9 quarters. The position peaked at $47K in Q4 2018. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

FinTrust Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 400 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $10K.
FinTrust Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 9 quarters.
FinTrust Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $47K in Q4 2018.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on FinTrust Capital Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.