MidWestOne Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

MidWestOne Financial Group’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	-8,562	Closed	-$218K	–	255
2021 Q4	$218K	Hold	8,562	–	–	0.05%	230
2021 Q3	$219K	Hold	8,562	–	–	0.05%	220
2021 Q2	$219K	Hold	8,562	–	–	0.05%	217
2021 Q1	$220K	Sell	8,562 -8,498	-50%	-$218K	0.05%	204
2020 Q4	$438K	Sell	17,060 -5,636	-25%	-$145K	0.12%	154
2020 Q3	$584K	Buy	+22,696	New	+$585K	0.19%	131
2020 Q2	–	Sell	-47,502	Closed	-$1.23M	–	171
2020 Q1	$1.23M	Sell	47,502 -21,788	-31%	-$555K	0.45%	50
2019 Q4	$1.75M	Sell	69,290 -1,272	-2%	-$32.1K	0.36%	44
2019 Q3	$1.78M	Sell	70,562 -9,938	-12%	-$251K	0.55%	31
2019 Q2	$2.04M	Buy	+80,500	New	+$2.02M	0.56%	26

Other funds holding SCHO

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

MidWestOne Financial Group's SCHO Position: Q1 2022 in Review

MidWestOne Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 8,562 shares — an estimated $218K sold.

MidWestOne Financial Group first reported a position in SCHO in Q2 2019 and held it in 10 quarters. The position peaked at $2.04M in Q2 2019. 495 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

MidWestOne Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
MidWestOne Financial Group sold 8,562 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $218K.
MidWestOne Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 10 quarters.
MidWestOne Financial Group's Schwab Short-Term US Treasury ETF position peaked at $2.04M in Q2 2019.
495 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on MidWestOne Financial Group's 13F filing for Q1 2022, filed 17 May 2022.