HGWM
SCHO icon

Harvest Group Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Harvest Group Wealth Management’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
Q1 		$9.77M Sell
400,600
-138,902
-26% -$3.36M 6.07% 2
2022
Q4 		$13M Sell
539,502
-54,708
-9% -$1.32M 8.54% 1
2022
Q3 		$14.3M Sell
594,210
-27,110
-4% -$663K 9.5% 1
2022
Q2 		$15.3M Sell
621,320
-16,880
-3% -$416K 9.45% 1
2022
Q1 		$15.8M Buy
+638,200
New +$16M 8.99% 1
2019
Q2 		– Sell
-70
Closed -$2K – 984
2019
Q1 		$2K Buy
+70
New +$1.75K ﹤0.01% 671
2018
Q4 		– Sell
-8,526
Closed -$211K – 36
2018
Q3 		$211K Buy
+8,526
New +$212K 0.15% 31

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return