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

Harborview 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
2021 Q3	$589K	Buy	22,996 +2,726	+13%	+$69.8K	0.33%	61
2021 Q2	$519K	Sell	20,270 -8,760	-30%	-$225K	0.29%	63
2021 Q1	$745K	Sell	29,030 -1,870	-6%	-$48K	0.45%	51
2020 Q4	$794K	Sell	30,900 -2,948	-9%	-$75.8K	0.53%	45
2020 Q3	$872K	Buy	33,848 +324	+1%	+$8.35K	0.67%	33
2020 Q2	$865K	Sell	33,524 -5,594	-14%	-$144K	0.72%	30
2020 Q1	$1.01M	Buy	39,118 +10,152	+35%	+$259K	1.01%	19
2019 Q4	$731K	Buy	28,966 +1,566	+6%	+$39.6K	0.56%	35
2019 Q3	$693K	Sell	27,400 -870	-3%	-$22K	0.56%	36
2019 Q2	$715K	Buy	+28,270	New	+$710K	0.58%	37

Other funds holding SCHO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harborview Advisors's SCHO Position: Q3 2021 in Review

Harborview Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q3 2021, buying an estimated $69.8K and bringing the position to 22,996 shares worth $589K. The position accounts for 0.33% of the portfolio, ranked #61.

Harborview Advisors first reported a position in SCHO in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2020. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Harborview Advisors held 22,996 shares of Schwab Short-Term US Treasury ETF worth $589K as of Q3 2021.
Harborview Advisors bought 2,726 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $69.8K.
Schwab Short-Term US Treasury ETF made up 0.33% of Harborview Advisors's portfolio in Q3 2021, its #61 holding.
Harborview Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and has held it in 10 quarters since.
Harborview Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.01M in Q1 2020.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.