Investors Research Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-930	Closed	-$22.3K	–	1087
2023 Q3	$22.3K	Hold	930	–	–	0.01%	626
2023 Q2	$22.3K	Hold	930	–	–	0.01%	634
2023 Q1	$22.7K	Hold	930	–	–	0.01%	645
2022 Q4	$22.4K	Hold	930	–	–	0.01%	644
2022 Q3	$22K	Hold	930	–	–	0.01%	636
2022 Q2	$23K	Sell	930 -712	-43%	-$17.6K	0.01%	630
2022 Q1	$41K	Hold	1,642	–	–	0.01%	551
2021 Q4	$42K	Hold	1,642	–	–	0.01%	550
2021 Q3	$42K	Hold	1,642	–	–	0.01%	551
2021 Q2	$42K	Hold	1,642	–	–	0.01%	552
2021 Q1	$42K	Buy	1,642 +162	+11%	+$4.16K	0.02%	547
2020 Q4	$38K	Buy	1,480 +550	+59%	+$14.1K	0.02%	591
2020 Q3	$24K	Buy	+930	New	+$24K	0.01%	644

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

Morgan Stanley New York $1.66T AUM 25.57% 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 15.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Investors Research Corp's SCHO Position: Q4 2023 in Review

Investors Research Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 930 shares — an estimated $22.3K sold.

Investors Research Corp first reported a position in SCHO in Q3 2020 and held it in 13 quarters. The position peaked at $42K in Q4 2021. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Investors Research Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 930 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $22.3K.
Investors Research Corp first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 13 quarters.
Investors Research Corp's Schwab Short-Term US Treasury ETF position peaked at $42K in Q4 2021.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.