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Flagship Harbor Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Flagship Harbor 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
-2,624
Closed -$67K – 1542
2020
Q3 		$67K Hold
2,624
– – 0.01% 764
2020
Q2 		$67K Hold
2,624
– – 0.01% 767
2020
Q1 		$68K Buy
+2,624
New +$66.8K 0.01% 678

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $462B AUM 39.16% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Flagship Harbor Advisors's SCHO Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 2,624 shares — an estimated $67K sold.

Flagship Harbor Advisors first reported a position in SCHO in Q1 2020 and held it in 3 quarters. The position peaked at $68K in Q1 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,624 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $67K.
  • Flagship Harbor Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's Schwab Short-Term US Treasury ETF position peaked at $68K in Q1 2020.
  • 500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.