MFC
SCHO icon

Morris Financial Concepts’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Morris Financial Concepts’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
-294
Closed -$7.09K – 155
2022
Q4 		$7.09K Buy
+294
New +$7.09K 0.01% 121

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

Morris Financial Concepts's SCHO Position: Q1 2023 in Review

Morris Financial Concepts sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 294 shares — an estimated $7.09K sold.

Morris Financial Concepts first reported a position in SCHO in Q4 2022 and held it in 1 quarter. The position peaked at $7.09K in Q4 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Morris Financial Concepts reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Morris Financial Concepts sold 294 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $7.09K.
  • Morris Financial Concepts first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Morris Financial Concepts's Schwab Short-Term US Treasury ETF position peaked at $7.09K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Morris Financial Concepts's 13F filing for Q1 2023, filed 10 May 2023.