Regent Peak Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Regent Peak Wealth 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
2022 Q2	–	Sell	-9,724	Closed	-$241K	–	171
2022 Q1	$241K	Hold	9,724	–	–	0.07%	142
2021 Q4	$247K	Sell	9,724 -1,606	-14%	-$40.9K	0.07%	147
2021 Q3	$290K	Hold	11,330	–	–	0.08%	130
2021 Q2	$291K	Sell	11,330 -3,982	-26%	-$102K	0.08%	131
2021 Q1	$392K	Hold	15,312	–	–	0.13%	100
2020 Q4	$393K	Buy	15,312 +1,662	+12%	+$42.7K	0.13%	91
2020 Q3	$351K	Hold	13,650	–	–	0.15%	90
2020 Q2	$352K	Sell	13,650 -630	-4%	-$16.3K	0.16%	81
2020 Q1	$369K	Sell	14,280 -1,430	-9%	-$36.4K	0.21%	75
2019 Q4	$396K	Buy	+15,710	New	+$397K	0.18%	83

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

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Regent Peak Wealth Advisors's SCHO Position: Q2 2022 in Review

Regent Peak Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 9,724 shares — an estimated $241K sold.

Regent Peak Wealth Advisors first reported a position in SCHO in Q4 2019 and held it in 10 quarters. The position peaked at $396K in Q4 2019. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Regent Peak Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 9,724 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $241K.
Regent Peak Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 10 quarters.
Regent Peak Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $396K in Q4 2019.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.