Laurel Wealth Advisors (North Carolina)’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023 Q4	–	Sell	-1,588	Closed	-$38K	–	590
2023 Q3	$38K	Hold	1,588	–	–	0.01%	301
2023 Q2	$38.2K	Hold	1,588	–	–	0.01%	309
2023 Q1	$38.7K	Hold	1,588	–	–	0.01%	309
2022 Q4	$38.3K	Hold	1,588	–	–	0.01%	279
2022 Q3	$38K	Hold	1,588	–	–	0.01%	279
2022 Q2	$39K	Hold	1,588	–	–	0.01%	282
2022 Q1	$39K	Hold	1,588	–	–	0.01%	288
2021 Q4	$40K	Sell	1,588 -666	-30%	-$17K	0.01%	282
2021 Q3	$58K	Hold	2,254	–	–	0.01%	262
2021 Q2	$58K	Buy	+2,254	New	+$57.8K	0.01%	265
2019 Q3	–	Sell	-452	Closed	-$11K	–	537
2019 Q2	$11K	Buy	+452	New	+$11.4K	﹤0.01%	370

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCHO Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 1,588 shares — an estimated $38K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHO in Q2 2019 and held it in 11 quarters. The position peaked at $58K in Q3 2021. 599 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,588 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $38K.
Laurel Wealth Advisors (North Carolina) first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 11 quarters.
Laurel Wealth Advisors (North Carolina)'s Schwab Short-Term US Treasury ETF position peaked at $58K in Q3 2021.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.