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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Horan Capital Advisors's SCHO Position: Q4 2020 in Review

Horan Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 3,552 shares — an estimated $91K sold.

Horan Capital Advisors first reported a position in SCHO in Q3 2017 and held it in 6 quarters. The position peaked at $242K in Q4 2018. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Horan Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 3,552 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $91K.
Horan Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and held it in 6 quarters.
Horan Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $242K in Q4 2018.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.