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

Plancorp 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
2022 Q3	–	Sell	-9,898	Closed	-$243K	–	245
2022 Q2	$243K	Buy	9,898 +296	+3%	+$7.3K	0.02%	208
2022 Q1	$238K	Sell	9,602 -120	-1%	-$3.01K	0.02%	223
2021 Q4	$247K	Hold	9,722	–	–	0.02%	217
2021 Q3	$249K	Sell	9,722 -164	-2%	-$4.2K	0.02%	207
2021 Q2	$253K	Hold	9,886	–	–	0.02%	195
2021 Q1	$254K	Sell	9,886 -2,554	-21%	-$65.6K	0.06%	182
2020 Q4	$320K	Buy	12,440 +2,554	+26%	+$65.7K	0.08%	152
2020 Q3	$255K	Hold	9,886	–	–	0.08%	151
2020 Q2	$255K	Hold	9,886	–	–	0.08%	144
2020 Q1	$256K	Buy	+9,886	New	+$252K	0.1%	138

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

Plancorp LLC's SCHO Position: Q3 2022 in Review

Plancorp LLC sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 9,898 shares — an estimated $243K sold.

Plancorp LLC first reported a position in SCHO in Q1 2020 and held it in 10 quarters. The position peaked at $320K in Q4 2020. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

Plancorp LLC reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Plancorp LLC sold 9,898 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $243K.
Plancorp LLC first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 10 quarters.
Plancorp LLC's Schwab Short-Term US Treasury ETF position peaked at $320K in Q4 2020.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Plancorp LLC's 13F filing for Q3 2022, filed 10 Nov 2022.