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Schneider Downs Wealth Management Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Schneider Downs Wealth Management 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
2021
Q4 		– Sell
-8,844
Closed -$226K – 159
2021
Q3 		$226K Sell
8,844
-260
-3% -$6.66K 0.06% 133
2021
Q2 		$233K Sell
9,104
-356
-4% -$9.13K 0.06% 125
2021
Q1 		$243K Hold
9,460
– – 0.06% 117
2020
Q4 		$243K Sell
9,460
-252
-3% -$6.48K 0.07% 82
2020
Q3 		$250K Sell
9,712
-1,682
-15% -$43.4K 0.08% 86
2020
Q2 		$294K Sell
11,394
-3,062
-21% -$79.1K 0.1% 64
2020
Q1 		$374K Sell
14,456
-30,840
-68% -$786K 0.14% 52
2019
Q4 		$1.14M Buy
45,296
+7,190
+19% +$182K 0.34% 27
2019
Q3 		$964K Buy
38,106
+848
+2% +$21.4K 0.3% 27
2019
Q2 		$942K Buy
37,258
+6,976
+23% +$175K 0.33% 28
2019
Q1 		$760K Sell
30,282
-4,640
-13% -$116K 0.29% 29
2018
Q4 		$872K Sell
34,922
-5,332
-13% -$132K 0.38% 22
2018
Q3 		$998K Buy
40,254
+14,762
+58% +$366K 0.63% 18
2018
Q2 		$634K Sell
25,492
-688
-3% -$17.1K 0.42% 22
2018
Q1 		$652K Sell
26,180
-3,918
-13% -$97.7K 0.37% 21
2017
Q4 		$753K Buy
30,098
+6,982
+30% +$175K 0.44% 16
2017
Q3 		$583K Buy
23,116
+4,208
+22% +$106K 0.38% 18
2017
Q2 		$477K Buy
18,908
+4,384
+30% +$111K 0.31% 21
2017
Q1 		$366K Buy
14,524
+6,028
+71% +$152K 0.25% 30
2016
Q4 		$214K Buy
+8,496
New +$215K 0.15% 28

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's SCHO Position: Q4 2021 in Review

Schneider Downs Wealth Management Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 8,844 shares — an estimated $226K sold.

Schneider Downs Wealth Management Advisors first reported a position in SCHO in Q4 2016 and held it in 20 quarters. The position peaked at $1.14M in Q4 2019. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Schneider Downs Wealth Management Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 8,844 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $226K.
  • Schneider Downs Wealth Management Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2016 and held it in 20 quarters.
  • Schneider Downs Wealth Management Advisors's Schwab Short-Term US Treasury ETF position peaked at $1.14M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.