Independence Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
NA
FEG
VNA
Independence Advisors's SCHO Position: Q3 2020 in Review
Independence Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 230% in Q3 2020, buying an estimated $19.6K and bringing the position to 1,094 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #138.
Independence Advisors first reported a position in SCHO in Q4 2019 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold SCHO as of Q3 2020.
- Independence Advisors held 1,094 shares of Schwab Short-Term US Treasury ETF worth $28K as of Q3 2020.
- Independence Advisors bought 762 Schwab Short-Term US Treasury ETF shares in Q3 2020, an estimated $19.6K.
- Schwab Short-Term US Treasury ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #138 holding.
- Independence Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 4 quarters since.
- 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2020.
Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.