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Opes Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Opes Wealth Management’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
Q1 		– Sell
-14,000
Closed -$360K – 85
2020
Q4 		$360K Hold
14,000
– – 0.17% 58
2020
Q3 		$361K Hold
14,000
– – 0.17% 53
2020
Q2 		$361K Buy
+14,000
New +$362K 0.18% 49

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Opes Wealth Management's SCHO Position: Q1 2021 in Review

Opes Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 14,000 shares — an estimated $360K sold.

Opes Wealth Management first reported a position in SCHO in Q2 2020 and held it in 3 quarters. The position peaked at $361K in Q3 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Opes Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Opes Wealth Management sold 14,000 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $360K.
  • Opes Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 3 quarters.
  • Opes Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $361K in Q3 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Opes Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.