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Money Concepts Capital’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-17,248
Closed -$416K – 2461
2022
Q4 		$416K Buy
17,248
+17,190
+29,638% +$414K 0.02% 474
2022
Q3 		$1K Buy
+58
New +$1.42K ﹤0.01% 1500
2022
Q2 		– Sell
-16,856
Closed -$418K – 2441
2022
Q1 		$418K Buy
+16,856
New +$423K 0.02% 491
2021
Q1 		$452K Sell
17,614
-1,788
-9% -$45.9K 0.04% 330
2020
Q4 		$499K Buy
+19,402
New +$499K 0.05% 287

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 13.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Money Concepts Capital's SCHO Position: Q1 2023 in Review

Money Concepts Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 17,248 shares — an estimated $416K sold.

Money Concepts Capital first reported a position in SCHO in Q4 2020 and held it in 5 quarters. The position peaked at $499K in Q4 2020. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Money Concepts Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 17,248 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $416K.
  • Money Concepts Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's Schwab Short-Term US Treasury ETF position peaked at $499K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.