Newman & Schimel’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MIM
HC
Newman & Schimel's SCHO Position: Q4 2022 in Review
Newman & Schimel increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 25% in Q4 2022, buying an estimated $1.28M and bringing the position to 266,374 shares worth $6.42M. The position accounts for 2.9% of the portfolio, ranked #9.
Newman & Schimel first reported a position in SCHO in Q2 2022 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.
- Newman & Schimel held 266,374 shares of Schwab Short-Term US Treasury ETF worth $6.42M as of Q4 2022.
- Newman & Schimel bought 52,892 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $1.28M.
- Schwab Short-Term US Treasury ETF made up 2.9% of Newman & Schimel's portfolio in Q4 2022, its #9 holding.
- Newman & Schimel first reported a position in Schwab Short-Term US Treasury ETF in Q2 2022 and has held it in 3 quarters since.
- 564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.
Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.