McAdam LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

McAdam LLC’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 Q4	–	Sell	-8,578	Closed	-$207K	–	219
2022 Q3	$207K	Buy	+8,578	New	+$210K	0.02%	206
2018 Q4	–	Sell	-1,822	Closed	-$45K	–	502
2018 Q3	$45K	Hold	1,822	–	–	0.02%	177
2018 Q2	$45K	Sell	1,822 -64	-3%	-$1.59K	0.02%	161
2018 Q1	$47K	Buy	+1,886	New	+$47K	0.02%	164
2017 Q2	–	Sell	-8,886	Closed	-$224K	–	48
2017 Q1	$224K	Sell	8,886 -176	-2%	-$4.44K	0.21%	41
2016 Q4	$228K	Buy	+9,062	New	+$229K	0.23%	46

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

McAdam LLC's SCHO Position: Q4 2022 in Review

McAdam LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 8,578 shares — an estimated $207K sold.

McAdam LLC first reported a position in SCHO in Q4 2016 and held it in 6 quarters. The position peaked at $228K in Q4 2016. 563 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

McAdam LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
McAdam LLC sold 8,578 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $207K.
McAdam LLC first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 6 quarters.
McAdam LLC's Schwab Short-Term US Treasury ETF position peaked at $228K in Q4 2016.
563 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on McAdam LLC's 13F filing for Q4 2022, filed 27 Jan 2023.