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Kelman-Lazarov Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kelman-Lazarov Inc’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
2020
Q2 		– Sell
-15,678
Closed -$406K – 78
2020
Q1 		$406K Sell
15,678
-241,268
-94% -$6.15M 0.22% 45
2019
Q4 		$6.49M Buy
256,946
+15,430
+6% +$390K 2.92% 10
2019
Q3 		$6.11M Buy
241,516
+115,244
+91% +$2.91M 3.01% 10
2019
Q2 		$3.19M Buy
+126,272
New +$3.17M 1.64% 14

Other funds holding SCHO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kelman-Lazarov Inc's SCHO Position: Q2 2020 in Review

Kelman-Lazarov Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 15,678 shares — an estimated $406K sold.

Kelman-Lazarov Inc first reported a position in SCHO in Q2 2019 and held it in 4 quarters. The position peaked at $6.49M in Q4 2019. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

  • Kelman-Lazarov Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 15,678 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $406K.
  • Kelman-Lazarov Inc first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Schwab Short-Term US Treasury ETF position peaked at $6.49M in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2020, filed 29 Jul 2020.