Reliant Wealth Planning’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Reliant Wealth Planning’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 Q4	–	Sell	-1,504,656	Closed	-$36.3M	–	14
2022 Q3	$36.3M	Buy	1,504,656 +49,316	+3%	+$1.21M	15.42%	3
2022 Q2	$35.8M	Sell	1,455,340 -104,834	-7%	-$2.58M	15.02%	3
2022 Q1	$38.6M	Buy	1,560,174 +111,810	+8%	+$2.81M	19.1%	4
2021 Q4	$36.8M	Buy	1,448,364 +113,058	+8%	+$2.88M	17.91%	4
2021 Q3	$34.2M	Buy	1,335,306 +52,390	+4%	+$1.34M	18.11%	4
2021 Q2	$32.9M	Buy	1,282,916 +63,916	+5%	+$1.64M	17.56%	4
2021 Q1	$31.3M	Buy	1,219,000 +64,668	+6%	+$1.66M	18.13%	4
2020 Q4	$29.7M	Buy	1,154,332 +37,956	+3%	+$976K	17.69%	4
2020 Q3	$28.7M	Buy	1,116,376 +35,258	+3%	+$909K	18.76%	4
2020 Q2	$27.9M	Buy	1,081,118 +13,626	+1%	+$352K	17.33%	3
2020 Q1	$27.6M	Buy	+1,067,492	New	+$27.2M	14.4%	4

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Reliant Wealth Planning's SCHO Position: Q4 2022 in Review

Reliant Wealth Planning sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 1,504,656 shares — an estimated $36.3M sold.

Reliant Wealth Planning first reported a position in SCHO in Q1 2020 and held it in 11 quarters. The position peaked at $38.6M in Q1 2022. 563 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Reliant Wealth Planning reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Reliant Wealth Planning sold 1,504,656 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $36.3M.
Reliant Wealth Planning first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 11 quarters.
Reliant Wealth Planning's Schwab Short-Term US Treasury ETF position peaked at $38.6M in Q1 2022.
563 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Reliant Wealth Planning's 13F filing for Q4 2022, filed 7 Feb 2023.