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JFA
JNBA Financial Advisors’s
Schwab Short-Term US Treasury ETF
SCHO
Stock Holding History
JNBA Financial Advisors’s Portfolio
SCHO Stock Details
SCHO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-80
Closed
-$2K
–
698
2022
Q3
$2K
Hold
80
–
–
﹤0.01%
619
2022
Q2
$2K
Hold
80
–
–
﹤0.01%
664
2022
Q1
$2K
Sell
80
-102
-56%
-$2.56K
﹤0.01%
644
2021
Q4
$5K
Hold
182
–
–
﹤0.01%
621
2021
Q3
$5K
Hold
182
–
–
﹤0.01%
593
2021
Q2
$5K
Hold
182
–
–
﹤0.01%
548
2021
Q1
$5K
Hold
182
–
–
﹤0.01%
534
2020
Q4
$5K
Hold
182
–
–
﹤0.01%
498
2020
Q3
$5K
Hold
182
–
–
﹤0.01%
467
2020
Q2
$5K
Hold
182
–
–
﹤0.01%
462
2020
Q1
$5K
Hold
182
–
–
﹤0.01%
452
2019
Q4
$5K
Hold
182
–
–
﹤0.01%
501
2019
Q3
$5K
Hold
182
–
–
﹤0.01%
480
2019
Q2
$5K
Hold
182
–
–
﹤0.01%
518
2019
Q1
$5K
Buy
182
+96
+112%
+$2.4K
﹤0.01%
456
2018
Q4
$2K
Sell
86
-964
-92%
-$23.9K
﹤0.01%
486
2018
Q3
$26K
Buy
+1,050
New
+$26.1K
0.01%
290
Other funds holding SCHO
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HC
Hamilton Capital
Columbus, Ohio
$1.93B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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