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IBEX Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-228
Closed -$6K – 382
2021
Q3 		$6K Buy
+228
New +$5.84K ﹤0.01% 388
2019
Q3 		– Sell
-6,128
Closed -$155K – 334
2019
Q2 		$155K Sell
6,128
-38,938
-86% -$978K 0.04% 144
2019
Q1 		$1.13M Buy
45,066
+3,584
+9% +$89.5K 0.4% 86
2018
Q4 		$1.03M Buy
+41,482
New +$1.03M 0.47% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return