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

Hoover Financial 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
Q2 		$532K Buy
20,766
+386
+2% +$9.9K 0.09% 75
2021
Q1 		$523K Buy
20,380
+1,684
+9% +$43.2K 0.1% 68
2020
Q4 		$480K Buy
18,696
+576
+3% +$14.8K 0.12% 58
2020
Q3 		$467K Buy
18,120
+4,758
+36% +$123K 0.15% 54
2020
Q2 		$345K Buy
+13,362
New +$345K 0.13% 58

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Hoover Financial Advisors's SCHO Position: Q2 2021 in Review

Hoover Financial Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.9% in Q2 2021, buying an estimated $9.9K and bringing the position to 20,766 shares worth $532K. The position accounts for 0.09% of the portfolio, ranked #75.

Hoover Financial Advisors first reported a position in SCHO in Q2 2020 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Hoover Financial Advisors held 20,766 shares of Schwab Short-Term US Treasury ETF worth $532K as of Q2 2021.
  • Hoover Financial Advisors bought 386 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $9.9K.
  • Schwab Short-Term US Treasury ETF made up 0.09% of Hoover Financial Advisors's portfolio in Q2 2021, its #75 holding.
  • Hoover Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.