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Klingman & Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-9,548
Closed -$244K – 184
2021
Q3 		$244K Buy
+9,548
New +$245K 0.02% 152

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Klingman & Associates's SCHO Position: Q4 2021 in Review

Klingman & Associates sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 9,548 shares — an estimated $244K sold.

Klingman & Associates first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $244K in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Klingman & Associates reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Klingman & Associates sold 9,548 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $244K.
  • Klingman & Associates first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Klingman & Associates's Schwab Short-Term US Treasury ETF position peaked at $244K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Klingman & Associates's 13F filing for Q4 2021, filed 31 Jan 2022.