Riversedge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Riversedge 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
2023 Q3	–	Sell	-31,792	Closed	-$764K	–	74
2023 Q2	$764K	Sell	31,792 -57,952	-65%	-$1.41M	0.21%	36
2023 Q1	$2.19M	Sell	89,744 -2,208	-2%	-$53.5K	0.64%	30
2022 Q4	$2.22M	Sell	91,952 -9,886	-10%	-$238K	0.72%	29
2022 Q3	$2.46M	Buy	101,838 +354	+0.3%	+$8.66K	0.89%	27
2022 Q2	$2.5M	Buy	101,484 +2,114	+2%	+$52.1K	0.93%	23
2022 Q1	$2.46M	Buy	99,370 +9,232	+10%	+$232K	0.8%	23
2021 Q4	$2.29M	Sell	90,138 -470	-0.5%	-$12K	0.73%	23
2021 Q3	$2.32M	Buy	90,608 +4,856	+6%	+$124K	0.8%	21
2021 Q2	$2.2M	Buy	85,752 +8,854	+12%	+$227K	0.8%	20
2021 Q1	$1.97M	Buy	76,898 +11,212	+17%	+$288K	0.84%	20
2020 Q4	$1.69M	Buy	65,686 +6,392	+11%	+$164K	0.78%	20
2020 Q3	$1.53M	Buy	59,294 +6,670	+13%	+$172K	0.81%	19
2020 Q2	$1.36M	Buy	52,624 +14,862	+39%	+$384K	0.79%	20
2020 Q1	$977K	Buy	37,762 +2,964	+9%	+$75.5K	0.87%	22
2019 Q4	$878K	Buy	34,798 +4,418	+15%	+$112K	1.04%	17
2019 Q3	$771K	Hold	30,380	–	–	1.08%	17
2019 Q2	$771K	Buy	+30,380	New	+$763K	1.08%	17

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 15.91% 1-Year Est. Return

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

Riversedge Advisors's SCHO Position: Q3 2023 in Review

Riversedge Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 31,792 shares — an estimated $764K sold.

Riversedge Advisors first reported a position in SCHO in Q2 2019 and held it in 17 quarters. The position peaked at $2.5M in Q2 2022. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Riversedge Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Riversedge Advisors sold 31,792 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $764K.
Riversedge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2019 and held it in 17 quarters.
Riversedge Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.5M in Q2 2022.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Riversedge Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.