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

Reston Wealth Management’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 Q3	–	Sell	-9,848	Closed	-$237K	–	55
2023 Q2	$237K	Buy	+9,848	New	+$239K	0.11%	43
2023 Q1	–	Sell	-9,862	Closed	-$238K	–	48
2022 Q4	$238K	Sell	9,862 -3,956	-29%	-$95.4K	0.13%	41
2022 Q3	$333K	Sell	13,818 -3,742	-21%	-$91.5K	0.2%	37
2022 Q2	$432K	Sell	17,560 -18,996	-52%	-$468K	0.24%	35
2022 Q1	$906K	Sell	36,556 -2,480	-6%	-$62.3K	0.46%	21
2021 Q4	$992K	Buy	39,036 +11,832	+43%	+$302K	0.48%	20
2021 Q3	$696K	Buy	+27,204	New	+$697K	0.36%	25

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reston Wealth Management's SCHO Position: Q3 2023 in Review

Reston Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 9,848 shares — an estimated $237K sold.

Reston Wealth Management first reported a position in SCHO in Q3 2021 and held it in 7 quarters. The position peaked at $992K in Q4 2021. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Reston Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Reston Wealth Management sold 9,848 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $237K.
Reston Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 7 quarters.
Reston Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $992K in Q4 2021.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Reston Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.