Index Fund Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Index Fund 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
2023 Q1	–	Sell	-40,904	Closed	-$987K	–	91
2022 Q4	$987K	Hold	40,904	–	–	0.07%	28
2022 Q3	$987K	Sell	40,904 -1,840	-4%	-$45K	0.08%	28
2022 Q2	$1.05M	Hold	42,744	–	–	0.08%	29
2022 Q1	$1.06M	Sell	42,744 -4,406	-9%	-$111K	0.08%	29
2021 Q4	$1.2M	Buy	+47,150	New	+$1.2M	0.09%	28

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Index Fund Advisors's SCHO Position: Q1 2023 in Review

Index Fund Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 40,904 shares — an estimated $987K sold.

Index Fund Advisors first reported a position in SCHO in Q4 2021 and held it in 5 quarters. The position peaked at $1.2M in Q4 2021. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Index Fund Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Index Fund Advisors sold 40,904 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $987K.
Index Fund Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 5 quarters.
Index Fund Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.2M in Q4 2021.
572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Index Fund Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.