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Oak Family Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Oak Family 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
2021
Q2 		– Sell
-24,000
Closed -$616K – 101
2021
Q1 		$616K Sell
24,000
-27,052
-53% -$695K 0.27% 56
2020
Q4 		$1.31M Buy
+51,052
New +$1.31M 0.68% 38

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Oak Family Advisors's SCHO Position: Q2 2021 in Review

Oak Family Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 24,000 shares — an estimated $616K sold.

Oak Family Advisors first reported a position in SCHO in Q4 2020 and held it in 2 quarters. The position peaked at $1.31M in Q4 2020. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Oak Family Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Oak Family Advisors sold 24,000 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $616K.
  • Oak Family Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 2 quarters.
  • Oak Family Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.31M in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Oak Family Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.