Koss-Olinger Consulting’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Koss-Olinger Consulting’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	-11,916	Closed	-$288K	–	265
2022 Q3	$288K	Buy	11,916 +36	+0.3%	+$880	0.05%	160
2022 Q2	$292K	Sell	11,880 -216	-2%	-$5.33K	0.05%	133
2022 Q1	$300K	Buy	+12,096	New	+$304K	0.05%	151
2021 Q4	–	Sell	-9,940	Closed	-$254K	–	250
2021 Q3	$254K	Hold	9,940	–	–	0.04%	191
2021 Q2	$255K	Hold	9,940	–	–	0.04%	200
2021 Q1	$255K	Buy	+9,940	New	+$255K	0.04%	192

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 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Koss-Olinger Consulting's SCHO Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 11,916 shares — an estimated $288K sold.

Koss-Olinger Consulting first reported a position in SCHO in Q1 2021 and held it in 6 quarters. The position peaked at $300K in Q1 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Koss-Olinger Consulting reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Koss-Olinger Consulting sold 11,916 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $288K.
Koss-Olinger Consulting first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 6 quarters.
Koss-Olinger Consulting's Schwab Short-Term US Treasury ETF position peaked at $300K in Q1 2022.
564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.