Market Street Wealth Management Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Market Street Wealth Management 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	-16,536	Closed	-$420K	–	83
2021 Q4	$420K	Hold	16,536	–	–	0.14%	60
2021 Q3	$423K	Sell	16,536 -180	-1%	-$4.61K	0.17%	54
2021 Q2	$428K	Sell	16,716 -3,046	-15%	-$78.1K	0.19%	50
2021 Q1	$507K	Sell	19,762 -6,800	-26%	-$175K	0.3%	44
2020 Q4	$683K	Buy	26,562 +530	+2%	+$13.6K	0.53%	30
2020 Q3	$670K	Buy	26,032 +1,152	+5%	+$29.7K	0.6%	29
2020 Q2	$642K	Buy	24,880 +4,274	+21%	+$110K	0.59%	31
2020 Q1	$533K	Buy	+20,606	New	+$525K	0.57%	31

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

Market Street Wealth Management Advisors's SCHO Position: Q1 2022 in Review

Market Street Wealth Management Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 16,536 shares — an estimated $420K sold.

Market Street Wealth Management Advisors first reported a position in SCHO in Q1 2020 and held it in 8 quarters. The position peaked at $683K in Q4 2020. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

Market Street Wealth Management Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
Market Street Wealth Management Advisors sold 16,536 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $420K.
Market Street Wealth Management Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 8 quarters.
Market Street Wealth Management Advisors's Schwab Short-Term US Treasury ETF position peaked at $683K in Q4 2020.
496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.