NVWM LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NVWM LLC’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
2021 Q4	–	Sell	-554	Closed	-$14K	–	531
2021 Q3	$14K	Buy	+554	New	+$14.2K	0.01%	339

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

NVWM LLC's SCHO Position: Q4 2021 in Review

NVWM LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 554 shares — an estimated $14K sold.

NVWM LLC first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

NVWM LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
NVWM LLC sold 554 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $14K.
NVWM LLC first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
NVWM LLC's Schwab Short-Term US Treasury ETF position peaked at $14K in Q3 2021.
521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on NVWM LLC's 13F filing for Q4 2021, filed 8 Feb 2022.