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

KerberRose 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	$313K	Buy	+12,728	New	+$314K	0.25%	78

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIM

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

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

KerberRose Wealth Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022: 12,728 shares worth $313K. The stake represents 0.25% of the portfolio and ranks #78 among its holdings.

525 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

KerberRose Wealth Management held 12,728 shares of Schwab Short-Term US Treasury ETF worth $313K as of Q2 2022.
Schwab Short-Term US Treasury ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab Short-Term US Treasury ETF made up 0.25% of KerberRose Wealth Management's portfolio in Q2 2022, its #78 holding.
525 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.