HC
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Hatton Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Hatton Consulting’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 		$11.6M Buy
452,564
+50,726
+13% +$1.3M 8.62% 4
2021
Q2 		$10.3M Buy
401,838
+56,228
+16% +$1.44M 8.07% 4
2021
Q1 		$8.87M Buy
+345,610
New +$8.87M 8.14% 4

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hatton Consulting's SCHO Position: Q3 2021 in Review

Hatton Consulting increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 13% in Q3 2021, buying an estimated $1.3M and bringing the position to 452,564 shares worth $11.6M. The position accounts for 8.62% of the portfolio, ranked #4.

Hatton Consulting first reported a position in SCHO in Q1 2021 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • Hatton Consulting held 452,564 shares of Schwab Short-Term US Treasury ETF worth $11.6M as of Q3 2021.
  • Hatton Consulting bought 50,726 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $1.3M.
  • Schwab Short-Term US Treasury ETF made up 8.62% of Hatton Consulting's portfolio in Q3 2021, its #4 holding.
  • Hatton Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.