M&R Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-358	Closed	-$8.67K	–	622
2023 Q4	$8.67K	Hold	358	–	–	﹤0.01%	418
2023 Q3	$8.57K	Hold	358	–	–	﹤0.01%	398
2023 Q2	$8.6K	Hold	358	–	–	﹤0.01%	402
2023 Q1	$8.73K	Hold	358	–	–	﹤0.01%	392
2022 Q4	$8.63K	Hold	358	–	–	﹤0.01%	367
2022 Q3	$8K	Buy	358 +272	+316%	+$6.65K	﹤0.01%	344
2022 Q2	$2K	Buy	+86	New	+$2.12K	﹤0.01%	407

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M&R Capital Management's SCHO Position: Q1 2024 in Review

M&R Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 358 shares — an estimated $8.67K sold.

M&R Capital Management first reported a position in SCHO in Q2 2022 and held it in 7 quarters. The position peaked at $8.73K in Q1 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

M&R Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 358 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $8.67K.
M&R Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and held it in 7 quarters.
M&R Capital Management's Schwab Short-Term US Treasury ETF position peaked at $8.73K in Q1 2023.
599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.