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My Legacy Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

My Legacy 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
2022
Q4 		– Sell
-9,928
Closed -$238K – 218
2022
Q3 		$238K Sell
9,928
-13,692
-58% -$335K 0.12% 188
2022
Q2 		$580K Sell
23,620
-16,714
-41% -$412K 0.29% 131
2022
Q1 		$999K Buy
+40,334
New +$1.01M 0.46% 63

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

My Legacy Advisors's SCHO Position: Q4 2022 in Review

My Legacy Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 9,928 shares — an estimated $238K sold.

My Legacy Advisors first reported a position in SCHO in Q1 2022 and held it in 3 quarters. The position peaked at $999K in Q1 2022. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

  • My Legacy Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • My Legacy Advisors sold 9,928 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $238K.
  • My Legacy Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 3 quarters.
  • My Legacy Advisors's Schwab Short-Term US Treasury ETF position peaked at $999K in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on My Legacy Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.