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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM