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

SageGuard Financial 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
Q3 		$309K Sell
12,060
-4,652
-28% -$119K 4.85% 11
2021
Q2 		$428K Buy
16,712
+948
+6% +$24.3K 0.19% 88
2021
Q1 		$403K Buy
15,764
+854
+6% +$21.9K 0.19% 90
2020
Q4 		$380K Buy
+14,910
New +$383K 0.18% 84

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SageGuard Financial Group's SCHO Position: Q3 2021 in Review

SageGuard Financial Group reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 28% in Q3 2021, selling an estimated $119K and leaving 12,060 shares worth $309K. The position accounts for 4.85% of the portfolio, ranked #11.

SageGuard Financial Group first reported a position in SCHO in Q4 2020 and has held it in 4 quarters since. The position peaked at $428K in Q2 2021. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

  • SageGuard Financial Group held 12,060 shares of Schwab Short-Term US Treasury ETF worth $309K as of Q3 2021.
  • SageGuard Financial Group sold 4,652 Schwab Short-Term US Treasury ETF shares in Q3 2021, an estimated $119K.
  • Schwab Short-Term US Treasury ETF made up 4.85% of SageGuard Financial Group's portfolio in Q3 2021, its #11 holding.
  • SageGuard Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 4 quarters since.
  • SageGuard Financial Group's Schwab Short-Term US Treasury ETF position peaked at $428K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.