JFS
SCHO icon

JD Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

JD Financial Services’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
Q2 		– Sell
-117,158
Closed -$3.01M – 46
2021
Q1 		$3.01M Sell
117,158
-29,906
-20% -$768K 3.81% 7
2020
Q4 		$3.78M Buy
+147,064
New +$3.78M 4.12% 10

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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

JD Financial Services's SCHO Position: Q2 2021 in Review

JD Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 117,158 shares — an estimated $3.01M sold.

JD Financial Services first reported a position in SCHO in Q4 2020 and held it in 2 quarters. The position peaked at $3.78M in Q4 2020. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • JD Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • JD Financial Services sold 117,158 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $3.01M.
  • JD Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 2 quarters.
  • JD Financial Services's Schwab Short-Term US Treasury ETF position peaked at $3.78M in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on JD Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.