Human Investing’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Human Investing’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	-772	Closed	-$20K	–	324
2020 Q3	$20K	Sell	772 -204	-21%	-$5.26K	0.01%	196
2020 Q2	$25K	Sell	976 -4,136	-81%	-$107K	0.01%	178
2020 Q1	$132K	Sell	5,112 -23,302	-82%	-$594K	0.06%	102
2019 Q4	$717K	Buy	28,414 +6,088	+27%	+$154K	0.23%	84
2019 Q3	$565K	Buy	22,326 +1,868	+9%	+$47.2K	0.2%	85
2019 Q2	$518K	Sell	20,458 -978	-5%	-$24.6K	0.19%	87
2019 Q1	$538K	Buy	21,436 +914	+4%	+$22.8K	0.2%	87
2018 Q4	$512K	Buy	+20,522	New	+$509K	0.21%	92

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Human Investing's SCHO Position: Q4 2020 in Review

Human Investing sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 772 shares — an estimated $20K sold.

Human Investing first reported a position in SCHO in Q4 2018 and held it in 8 quarters. The position peaked at $717K in Q4 2019. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Human Investing reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Human Investing sold 772 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $20K.
Human Investing first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 8 quarters.
Human Investing's Schwab Short-Term US Treasury ETF position peaked at $717K in Q4 2019.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.