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Jackson Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Jackson Wealth Management’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
2022
Q2 		– Sell
-837,402
Closed -$20.7M – 114
2022
Q1 		$20.7M Buy
+837,402
New +$21M 2.88% 9

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Jackson Wealth Management's SCHO Position: Q2 2022 in Review

Jackson Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 837,402 shares — an estimated $20.7M sold.

Jackson Wealth Management first reported a position in SCHO in Q1 2022 and held it in 1 quarter. The position peaked at $20.7M in Q1 2022. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

  • Jackson Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 837,402 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $20.7M.
  • Jackson Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 1 quarter.
  • Jackson Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $20.7M in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.