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Investment Research & Advisory Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-10,398
Closed -$266K – 173
2021
Q2 		$266K Buy
+10,398
New +$267K 0.18% 57

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Investment Research & Advisory Group's SCHO Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 10,398 shares — an estimated $266K sold.

Investment Research & Advisory Group first reported a position in SCHO in Q2 2021 and held it in 1 quarter. The position peaked at $266K in Q2 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 10,398 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $266K.
  • Investment Research & Advisory Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Schwab Short-Term US Treasury ETF position peaked at $266K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.