HCA
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Horan Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Horan Capital 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
2020
Q4 		– Sell
-3,552
Closed -$91K – 243
2020
Q3 		$91K Buy
+3,552
New +$91.6K 0.05% 127
2020
Q1 		– Sell
-3,302
Closed -$83K – 221
2019
Q4 		$83K Buy
3,302
+220
+7% +$5.56K 0.05% 114
2019
Q3 		$78K Buy
+3,082
New +$77.9K 0.05% 116
2019
Q2 		– Sell
-4,142
Closed -$104K – 212
2019
Q1 		$104K Sell
4,142
-5,560
-57% -$139K 0.07% 99
2018
Q4 		$242K Buy
+9,702
New +$241K 0.16% 66
2017
Q4 		– Sell
-6,982
Closed -$176K – 228
2017
Q3 		$176K Buy
+6,982
New +$176K 0.11% 75

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return