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Guardian Wealth Advisors (Minnesota)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2021
Q1 		– Sell
-8,852
Closed -$227K – 65
2020
Q4 		$227K Buy
+8,852
New +$228K 0.23% 60

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NA
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Guardian Wealth Advisors (Minnesota)'s SCHO Position: Q1 2021 in Review

Guardian Wealth Advisors (Minnesota) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 8,852 shares — an estimated $227K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in SCHO in Q4 2020 and held it in 1 quarter. The position peaked at $227K in Q4 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 8,852 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $227K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Guardian Wealth Advisors (Minnesota)'s Schwab Short-Term US Treasury ETF position peaked at $227K in Q4 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2021, filed 10 May 2021.