LifePlan Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

LifePlan Financial Group’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
2020 Q3	$29K	Hold	1,130	–	–	0.01%	300
2020 Q2	$29K	Sell	1,130 -272	-19%	-$7.02K	0.01%	296
2020 Q1	$36K	Buy	1,402 +272	+24%	+$6.93K	0.02%	255
2019 Q4	$29K	Hold	1,130	–	–	0.01%	304
2019 Q3	$29K	Hold	1,130	–	–	0.01%	300
2019 Q2	$29K	Hold	1,130	–	–	0.01%	295
2019 Q1	$28K	Hold	1,130	–	–	0.01%	309
2018 Q4	$28K	Hold	1,130	–	–	0.02%	293
2018 Q3	$28K	Buy	+1,130	New	+$28K	0.02%	304

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LifePlan Financial Group's SCHO Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2020 at 1,130 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #300.

LifePlan Financial Group first reported a position in SCHO in Q3 2018 and has held it in 9 quarters since. The position peaked at $36K in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q3 2020.

LifePlan Financial Group held 1,130 shares of Schwab Short-Term US Treasury ETF worth $29K as of Q3 2020.
LifePlan Financial Group left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2020.
Schwab Short-Term US Treasury ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #300 holding.
LifePlan Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's Schwab Short-Term US Treasury ETF position peaked at $36K in Q1 2020.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.