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Heritage Wealth Management (Arizona)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$98.2K Buy
4,072
+2,036
+100% +$49.1K 0.01% 415
2022
Q3 		$49K Hold
2,036
– – 0.02% 404
2022
Q2 		$50.1K Sell
2,036
-300
-13% -$7.4K 0.02% 418
2022
Q1 		$58K Buy
+2,336
New +$58.7K 0.02% 456
2021
Q3 		$60K Sell
2,336
-134
-5% -$3.43K 0.02% 425
2021
Q2 		$63K Buy
+2,470
New +$63.3K 0.02% 423

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Heritage Wealth Management (Arizona)'s SCHO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 100% in Q4 2022, buying an estimated $49.1K and bringing the position to 4,072 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #415.

Heritage Wealth Management (Arizona) first reported a position in SCHO in Q2 2021 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4,072 shares of Schwab Short-Term US Treasury ETF worth $98.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,036 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $49.1K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #415 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.