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Plante Moran Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Plante Moran Financial 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
2023
Q4 		– Sell
-70
Closed -$1.68K – 899
2023
Q3 		$1.68K Buy
+70
New +$1.68K ﹤0.01% 667
2022
Q4 		– Sell
-392
Closed -$9K – 967
2022
Q3 		$9K Buy
+392
New +$9.59K ﹤0.01% 603
2021
Q2 		– Sell
-446
Closed -$11K – 1083
2021
Q1 		$11K Buy
+446
New +$11.5K ﹤0.01% 638
2020
Q2 		– Sell
-204
Closed -$5K – 855
2020
Q1 		$5K Buy
+204
New +$5.2K ﹤0.01% 581
2019
Q2 		– Sell
-2,354
Closed -$59K – 835
2019
Q1 		$59K Buy
+2,354
New +$58.8K 0.02% 301

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return