Liberty Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Liberty Wealth Management’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	-6,490	Closed	-$165K	–	177
2021 Q4	$165K	Sell	6,490 -7,292	-53%	-$186K	7.16%	3
2021 Q3	$353K	Buy	13,782 +13,780	+689,000%	+$353K	0.13%	105
2021 Q2	$0	Buy	+2	New	+$51	﹤0.01%	1167
2021 Q1	–	Sell	-2	Closed	–	–	1031
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1057
2020 Q3	$0	Hold	2	–	–	﹤0.01%	943
2020 Q2	$0	Hold	2	–	–	﹤0.01%	968
2020 Q1	$0	Hold	2	–	–	﹤0.01%	980
2019 Q4	$0	Sell	2 -1,858	-100%	-$46.9K	﹤0.01%	959
2019 Q3	$47K	Buy	+1,860	New	+$47K	0.04%	235

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Liberty Wealth Management's SCHO Position: Q1 2022 in Review

Liberty Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 6,490 shares — an estimated $165K sold.

Liberty Wealth Management first reported a position in SCHO in Q3 2019 and held it in 9 quarters. The position peaked at $353K in Q3 2021. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

Liberty Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Liberty Wealth Management sold 6,490 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $165K.
Liberty Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $353K in Q3 2021.
496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.