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Seven Springs Wealth Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Seven Springs Wealth 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
Q1 		– Sell
-380
Closed -$10K – 238
2020
Q4 		$10K Buy
380
+242
+175% +$6.22K 0.01% 118
2020
Q3 		$4K Hold
138
– – ﹤0.01% 126
2020
Q2 		$4K Hold
138
– – ﹤0.01% 126
2020
Q1 		$4K Hold
138
– – ﹤0.01% 125
2019
Q4 		$3K Buy
+138
New +$3.49K ﹤0.01% 181

Other funds holding SCHO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Seven Springs Wealth Group's SCHO Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 380 shares — an estimated $10K sold.

Seven Springs Wealth Group first reported a position in SCHO in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 380 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $10K.
  • Seven Springs Wealth Group first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 5 quarters.
  • Seven Springs Wealth Group's Schwab Short-Term US Treasury ETF position peaked at $10K in Q4 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.