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

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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

JNBA Financial Advisors's SCHO Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 80 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in SCHO in Q3 2018 and held it in 17 quarters. The position peaked at $26K in Q3 2018. 563 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

JNBA Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
JNBA Financial Advisors sold 80 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $2K.
JNBA Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and held it in 17 quarters.
JNBA Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $26K in Q3 2018.
563 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.