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Moneywise Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Moneywise Inc’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
Q4 		– Sell
-9,522
Closed -$228K – 55
2023
Q3 		$228K Buy
9,522
+100
+1% +$2.4K 0.14% 46
2023
Q2 		$226K Sell
9,422
-1,596
-14% -$38.7K 0.14% 45
2023
Q1 		$269K Buy
11,018
+66
+0.6% +$1.6K 0.17% 43
2022
Q4 		$264K Sell
10,952
-7,182
-40% -$173K 0.2% 40
2022
Q3 		$438K Sell
18,134
-5,432
-23% -$133K 0.36% 31
2022
Q2 		$580K Sell
23,566
-44
-0.2% -$1.08K 0.45% 29
2022
Q1 		$585K Sell
23,610
-2,540
-10% -$63.8K 0.39% 28
2021
Q4 		$665K Sell
26,150
-1,878
-7% -$47.9K 0.43% 27
2021
Q3 		$717K Sell
28,028
-842
-3% -$21.6K 0.47% 26
2021
Q2 		$739K Sell
28,870
-2,150
-7% -$55.1K 0.5% 27
2021
Q1 		$796K Sell
31,020
-224
-0.7% -$5.75K 0.54% 26
2020
Q4 		$803K Buy
31,244
+30
+0.1% +$771 0.57% 26
2020
Q3 		$804K Sell
31,214
-444
-1% -$11.4K 0.64% 29
2020
Q2 		$817K Buy
31,658
+698
+2% +$18K 0.65% 29
2020
Q1 		$801K Buy
30,960
+3,774
+14% +$96.1K 0.7% 23
2019
Q4 		$688K Buy
27,186
+236
+0.9% +$5.96K 0.52% 21
2019
Q3 		$682K Sell
26,950
-2
-0% -$51 0.55% 19
2019
Q2 		$682K Buy
26,952
+13,096
+95% +$329K 0.52% 20
2019
Q1 		$345K Sell
13,856
-12,684
-48% -$317K 0.3% 26
2018
Q4 		$662K Buy
26,540
+9,770
+58% +$242K 0.63% 19
2018
Q3 		$416K Buy
16,770
+2,770
+20% +$68.8K 0.35% 24
2018
Q2 		$348K Sell
14,000
-344
-2% -$8.54K 0.3% 27
2018
Q1 		$357K Buy
14,344
+6,148
+75% +$153K 0.3% 26
2017
Q4 		$205K Buy
+8,196
New +$206K 0.15% 38

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moneywise Inc's SCHO Position: Q4 2023 in Review

Moneywise Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 9,522 shares — an estimated $228K sold.

Moneywise Inc first reported a position in SCHO in Q4 2017 and held it in 24 quarters. The position peaked at $817K in Q2 2020. 599 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • Moneywise Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Moneywise Inc sold 9,522 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $228K.
  • Moneywise Inc first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 24 quarters.
  • Moneywise Inc's Schwab Short-Term US Treasury ETF position peaked at $817K in Q2 2020.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Moneywise Inc's 13F filing for Q4 2023, filed 29 Jan 2024.