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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return