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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,130
Closed -$54K 514
2021
Q2
$54K Buy
+2,130
New +$54.6K 0.02% 252

Other funds holding SCHO

Red Door Wealth Management's SCHO Position: Q3 2021 in Review

Red Door Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021, closing a stake of 2,130 shares — an estimated $54K sold.

Red Door Wealth Management first reported a position in SCHO in Q2 2021 and held it in 1 quarter. The position peaked at $54K in Q2 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • Red Door Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 2,130 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $54K.
  • Red Door Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $54K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.