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Lloyd Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lloyd Advisory Services’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
2021
Q3 		– Sell
-14
Closed – – 414
2021
Q2 		$0 Buy
+14
New +$359 ﹤0.01% 423
2020
Q4 		– Sell
-14
Closed – – 383
2020
Q3 		$0 Buy
+14
New +$361 ﹤0.01% 375

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Franklin Resources
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FEG
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Charles Schwab
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Envestnet Asset Management
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Stifel Financial
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DC
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Lloyd Advisory Services's SCHO Position: Q3 2021 in Review

Lloyd Advisory Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 14 shares.

Lloyd Advisory Services first reported a position in SCHO in Q3 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • Lloyd Advisory Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 14 Schwab Short-Term US Treasury ETF shares in Q3 2021.
  • Lloyd Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 2 quarters.
  • Lloyd Advisory Services's Schwab Short-Term US Treasury ETF position peaked at $0 in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.