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

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

LWM

Liberty Wealth Management Oakland, California $800M AUM 22.73% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IBEX Wealth Advisors's SCHO Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 228 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in SCHO in Q4 2018 and held it in 4 quarters. The position peaked at $1.13M in Q1 2019. 520 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

IBEX Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 228 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $6K.
IBEX Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and held it in 4 quarters.
IBEX Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.13M in Q1 2019.
520 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.