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Goldstein Munger & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Goldstein Munger & Associates’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
-8,600
Closed -$213K – 34
2022
Q1 		$213K Buy
+8,600
New +$216K 0.06% 36

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
Franklin Resources
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Goldstein Munger & Associates's SCHO Position: Q2 2022 in Review

Goldstein Munger & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 8,600 shares — an estimated $213K sold.

Goldstein Munger & Associates first reported a position in SCHO in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

  • Goldstein Munger & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Goldstein Munger & Associates sold 8,600 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $213K.
  • Goldstein Munger & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Goldstein Munger & Associates's Schwab Short-Term US Treasury ETF position peaked at $213K in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Goldstein Munger & Associates's 13F filing for Q2 2022, filed 10 Aug 2022.