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Level Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-588
Closed -$15K – 273
2021
Q4 		$15K Buy
+588
New +$15K 0.01% 151

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
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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Level Financial Advisors's SCHO Position: Q1 2022 in Review

Level Financial Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 588 shares — an estimated $15K sold.

Level Financial Advisors first reported a position in SCHO in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

  • Level Financial Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 588 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $15K.
  • Level Financial Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's Schwab Short-Term US Treasury ETF position peaked at $15K in Q4 2021.
  • 496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.