MFA Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MFA Wealth 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
2020 Q3	–	Sell	-858	Closed	-$22.1K	–	184
2020 Q2	$22.1K	Buy	+858	New	+$22.2K	0.01%	112
2019 Q2	–	Sell	-70,102	Closed	-$1.77M	–	50
2019 Q1	$1.77M	Buy	+70,102	New	+$1.75M	1.16%	20
2018 Q4	–	Sell	-74,682	Closed	-$1.85M	–	50
2018 Q3	$1.85M	Sell	74,682 -9,630	-11%	-$239K	1.38%	19
2018 Q2	$2.09M	Buy	84,312 +1,858	+2%	+$46.2K	1.37%	18
2018 Q1	$2.04M	Buy	82,454 +830	+1%	+$20.7K	1.54%	17
2017 Q4	$2.04M	Buy	+81,624	New	+$2.05M	1.38%	21

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFA Wealth Advisors's SCHO Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2020, closing a stake of 858 shares — an estimated $22.1K sold.

MFA Wealth Advisors first reported a position in SCHO in Q4 2017 and held it in 6 quarters. The position peaked at $2.09M in Q2 2018. 464 funds tracked by Wall St. Rank hold SCHO as of Q3 2020.

MFA Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 858 Schwab Short-Term US Treasury ETF shares in Q3 2020, an estimated $22.1K.
MFA Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 6 quarters.
MFA Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.09M in Q2 2018.
464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.