NWK Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

NWK Group’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 Q3	–	Sell	-2,724	Closed	-$67K	–	76
2022 Q2	$67K	Sell	2,724 -100	-4%	-$2.46K	0.05%	59
2022 Q1	$70K	Buy	+2,824	New	+$70.9K	0.04%	61
2021 Q4	–	Sell	-2,848	Closed	-$73K	–	88
2021 Q3	$73K	Hold	2,848	–	–	0.03%	67
2021 Q2	$73K	Sell	2,848 -258	-8%	-$6.62K	0.03%	71
2021 Q1	$80K	Hold	3,106	–	–	0.03%	83
2020 Q4	$80K	Sell	3,106 -394	-11%	-$10.1K	0.03%	82
2020 Q3	$90K	Hold	3,500	–	–	0.04%	76
2020 Q2	$90K	Sell	3,500 -1,504	-30%	-$38.8K	0.05%	71
2020 Q1	$129K	Sell	5,004 -1,166	-19%	-$29.7K	0.11%	58
2019 Q4	$156K	Buy	+6,170	New	+$156K	0.13%	66

Other funds holding SCHO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

NWK Group's SCHO Position: Q3 2022 in Review

NWK Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 2,724 shares — an estimated $67K sold.

NWK Group first reported a position in SCHO in Q4 2019 and held it in 10 quarters. The position peaked at $156K in Q4 2019. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

NWK Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
NWK Group sold 2,724 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $67K.
NWK Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 10 quarters.
NWK Group's Schwab Short-Term US Treasury ETF position peaked at $156K in Q4 2019.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on NWK Group's 13F filing for Q3 2022, filed 14 Nov 2022.