IF
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Ironwood Financial’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-1,416
Closed -$36K – 455
2021
Q3 		$36K Hold
1,416
– – 0.01% 225
2021
Q2 		$36K Buy
1,416
+1,190
+527% +$30.5K 0.01% 220
2021
Q1 		$6K Sell
226
-2,394
-91% -$61.5K ﹤0.01% 406
2020
Q4 		$67K Sell
2,620
-1,350
-34% -$34.7K 0.03% 152
2020
Q3 		$102K Sell
3,970
-20,412
-84% -$526K 0.05% 83
2020
Q2 		$629K Sell
24,382
-11,918
-33% -$308K 0.34% 40
2020
Q1 		$939K Sell
36,300
-112
-0.3% -$2.85K 0.64% 15
2019
Q4 		$919K Sell
36,412
-28,156
-44% -$711K 0.42% 28
2019
Q3 		$1.63M Buy
64,568
+7,296
+13% +$184K 0.78% 24
2019
Q2 		$1.45M Buy
57,272
+31,476
+122% +$791K 0.71% 30
2019
Q1 		$647K Sell
25,796
-2,900
-10% -$72.4K 0.33% 34
2018
Q4 		$716K Sell
28,696
-13,630
-32% -$338K 0.4% 33
2018
Q3 		$1.05M Buy
42,326
+13,076
+45% +$325K 0.56% 31
2018
Q2 		$727K Sell
29,250
-25,564
-47% -$635K 0.42% 30
2018
Q1 		$1.37M Sell
54,814
-14,956
-21% -$373K 1.48% 16
2017
Q4 		$1.75M Sell
69,770
-6,404
-8% -$161K 1.05% 22
2017
Q3 		$1.92M Buy
76,174
+16,718
+28% +$422K 1.19% 19
2017
Q2 		$1.5M Sell
59,456
-13,748
-19% -$347K 0.96% 18
2017
Q1 		$1.85M Buy
73,204
+1,956
+3% +$49.3K 1.22% 15
2016
Q4 		$1.8M Sell
71,248
-11,574
-14% -$293K 1.26% 17
2016
Q3 		$2.1M Buy
82,822
+5,156
+7% +$131K 1.51% 12
2016
Q2 		$1.98M Buy
77,666
+4,306
+6% +$109K 1.48% 14
2016
Q1 		$1.86M Buy
+73,360
New +$1.86M 1.44% 18
2015
Q3 		$2.84M Sell
111,922
-11,472
-9% -$291K 1.4% 18
2015
Q2 		$3.13M Sell
123,394
-18,852
-13% -$478K 1.48% 18
2015
Q1 		$3.61M Sell
142,246
-117,948
-45% -$2.99M 1.74% 18
2014
Q4 		$6.58M Buy
+260,194
New +$6.59M 3.62% 9

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Ironwood Financial's SCHO Position: Q4 2021 in Review

Ironwood Financial sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 1,416 shares — an estimated $36K sold.

Ironwood Financial first reported a position in SCHO in Q4 2014 and held it in 27 quarters. The position peaked at $6.58M in Q4 2014. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Ironwood Financial reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,416 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $36K.
  • Ironwood Financial first reported a position in Schwab Short-Term US Treasury ETF in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's Schwab Short-Term US Treasury ETF position peaked at $6.58M in Q4 2014.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.