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

IndexIQ 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
Q1 		– Sell
-44,286
Closed -$1.14M – 1289
2020
Q4 		$1.14M Buy
44,286
+39,166
+765% +$1.01M 0.04% 223
2020
Q3 		$132K Sell
5,120
-311,980
-98% -$8.04M 0.01% 886
2020
Q2 		$8.19M Sell
317,100
-240,312
-43% -$6.21M 0.37% 57
2020
Q1 		$14.4M Buy
557,412
+279,646
+101% +$7.12M 0.67% 40
2019
Q4 		$7.01M Buy
277,766
+248,866
+861% +$6.29M 0.25% 63
2019
Q3 		$731K Sell
28,900
-2,541,230
-99% -$64.2M 0.03% 435
2019
Q2 		$65M Buy
2,570,130
+66,532
+3% +$1.67M 1.99% 7
2019
Q1 		$62.8M Buy
2,503,598
+379,664
+18% +$9.48M 1.84% 13
2018
Q4 		$53M Sell
2,123,934
-884,730
-29% -$21.9M 1.48% 12
2018
Q3 		$74.6M Sell
3,008,664
-1,136,738
-27% -$28.2M 2.41% 6
2018
Q2 		$103M Buy
4,145,402
+2,835,078
+216% +$70.4M 3.18% 2
2018
Q1 		$32.7M Buy
1,310,324
+1,230,222
+1,536% +$30.7M 1.05% 20
2017
Q4 		$2M Sell
80,102
-4,722,848
-98% -$119M 0.07% 146
2017
Q3 		$121M Buy
4,802,950
+3,082,826
+179% +$77.8M 5.21% 3
2017
Q2 		$43.4M Sell
1,720,124
-384,024
-18% -$9.69M 2.09% 11
2017
Q1 		$53.1M Buy
2,104,148
+543,948
+35% +$13.7M 2.75% 5
2016
Q4 		$39.3M Buy
+1,560,200
New +$39.4M 1.98% 9

Other funds holding SCHO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IndexIQ Advisors's SCHO Position: Q1 2021 in Review

IndexIQ Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 44,286 shares — an estimated $1.14M sold.

IndexIQ Advisors first reported a position in SCHO in Q4 2016 and held it in 17 quarters. The position peaked at $121M in Q3 2017. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • IndexIQ Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 44,286 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $1.14M.
  • IndexIQ Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 17 quarters.
  • IndexIQ Advisors's Schwab Short-Term US Treasury ETF position peaked at $121M in Q3 2017.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.