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Relaxing Retirement Coach’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Relaxing Retirement Coach’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
Q1 		– Sell
-12,794
Closed -$309K – 70
2022
Q4 		$309K Sell
12,794
-1,704
-12% -$41.1K 0.11% 51
2022
Q3 		$350K Sell
14,498
-3,116
-18% -$76.2K 0.17% 42
2022
Q2 		$433K Sell
17,614
-4,346
-20% -$107K 0.22% 38
2022
Q1 		$544K Sell
21,960
-868
-4% -$21.8K 0.28% 35
2021
Q4 		$580K Sell
22,828
-23,480
-51% -$599K 0.33% 34
2021
Q3 		$1.19M Buy
46,308
+750
+2% +$19.2K 0.97% 28
2021
Q2 		$1.17M Sell
45,558
-5,076
-10% -$130K 0.99% 26
2021
Q1 		$1.3M Sell
50,634
-15,864
-24% -$407K 1.48% 23
2020
Q4 		$1.71M Sell
66,498
-232,862
-78% -$5.99M 1.87% 18
2020
Q3 		$7.71M Buy
299,360
+69,238
+30% +$1.78M 3.36% 8
2020
Q2 		$5.94M Sell
230,122
-101,462
-31% -$2.62M 4.18% 5
2020
Q1 		$8.58M Sell
331,584
-299,342
-47% -$7.62M 5.28% 3
2019
Q4 		$15.9M Buy
630,926
+32,612
+5% +$824K 4.66% 5
2019
Q3 		$15.1M Buy
598,314
+11,296
+2% +$286K 4.67% 5
2019
Q2 		$14.8M Buy
587,018
+25,028
+4% +$629K 4.53% 6
2019
Q1 		$14.1M Sell
561,990
-43,348
-7% -$1.08M 4.4% 6
2018
Q4 		$15.1M Sell
605,338
-20,336
-3% -$504K 5.12% 3
2018
Q3 		$15.5M Buy
625,674
+31,638
+5% +$785K 4.65% 5
2018
Q2 		$14.8M Buy
594,036
+95,672
+19% +$2.38M 4.56% 6
2018
Q1 		$12.4M Buy
498,364
+178,576
+56% +$4.45M 3.92% 8
2017
Q4 		$8M Buy
+319,788
New +$8.03M 2.6% 17

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Relaxing Retirement Coach's SCHO Position: Q1 2023 in Review

Relaxing Retirement Coach sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 12,794 shares — an estimated $309K sold.

Relaxing Retirement Coach first reported a position in SCHO in Q4 2017 and held it in 21 quarters. The position peaked at $15.9M in Q4 2019. 571 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Relaxing Retirement Coach reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Relaxing Retirement Coach sold 12,794 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $309K.
  • Relaxing Retirement Coach first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 21 quarters.
  • Relaxing Retirement Coach's Schwab Short-Term US Treasury ETF position peaked at $15.9M in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Relaxing Retirement Coach's 13F filing for Q1 2023, filed 27 Apr 2023.