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Freedom Wealth Alliance’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		– Sell
-10,084
Closed -$243K – 63
2023
Q2 		$243K Sell
10,084
-100
-1% -$2.42K 0.34% 50
2023
Q1 		$248K Sell
10,184
-340
-3% -$8.23K 0.37% 47
2022
Q4 		$254K Buy
+10,524
New +$254K 0.36% 41

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freedom Wealth Alliance's SCHO Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 10,084 shares — an estimated $243K sold.

Freedom Wealth Alliance first reported a position in SCHO in Q4 2022 and held it in 3 quarters. The position peaked at $254K in Q4 2022. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 10,084 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $243K.
  • Freedom Wealth Alliance first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's Schwab Short-Term US Treasury ETF position peaked at $254K in Q4 2022.
  • 574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.