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IAG Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-50
Closed -$1.21K – 483
2022
Q4 		$1.21K Buy
+50
New +$1.21K ﹤0.01% 402

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

IAG Wealth Partners's SCHO Position: Q1 2023 in Review

IAG Wealth Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 50 shares — an estimated $1.21K sold.

IAG Wealth Partners first reported a position in SCHO in Q4 2022 and held it in 1 quarter. The position peaked at $1.21K in Q4 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • IAG Wealth Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 50 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $1.21K.
  • IAG Wealth Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • IAG Wealth Partners's Schwab Short-Term US Treasury ETF position peaked at $1.21K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.