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Sage Financial Management Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sage Financial Management Group’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
Q2 		– Sell
-1,188
Closed -$30K – 95
2021
Q1 		$30K Buy
+1,188
New +$30.5K 0.02% 74

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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Sage Financial Management Group's SCHO Position: Q2 2021 in Review

Sage Financial Management Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 1,188 shares — an estimated $30K sold.

Sage Financial Management Group first reported a position in SCHO in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Sage Financial Management Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,188 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $30K.
  • Sage Financial Management Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Schwab Short-Term US Treasury ETF position peaked at $30K in Q1 2021.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.