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

Robertson Stephens 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
2021 Q4	–	Sell	-9,602	Closed	-$245K	–	392
2021 Q3	$245K	Sell	9,602 -1,600	-14%	-$41K	0.03%	277
2021 Q2	$286K	Buy	11,202 +600	+6%	+$15.4K	0.03%	272
2021 Q1	$271K	Buy	10,602 +1,000	+10%	+$25.7K	0.04%	245
2020 Q4	$246K	Sell	9,602 -4,418	-32%	-$114K	0.05%	213
2020 Q3	$361K	Sell	14,020 -5,638	-29%	-$145K	0.09%	161
2020 Q2	$507K	Sell	19,658 -14,624	-43%	-$378K	0.15%	107
2020 Q1	$887K	Buy	+34,282	New	+$873K	0.3%	72

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHO Position: Q4 2021 in Review

Robertson Stephens Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 9,602 shares — an estimated $245K sold.

Robertson Stephens Wealth Management first reported a position in SCHO in Q1 2020 and held it in 7 quarters. The position peaked at $887K in Q1 2020. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

Robertson Stephens Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,602 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $245K.
Robertson Stephens Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 7 quarters.
Robertson Stephens Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $887K in Q1 2020.
521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.