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

Shakespeare 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
-16,158
Closed -$414K – 77
2021
Q3 		$414K Buy
+16,158
New +$414K 0.16% 52

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Shakespeare Wealth Management's SCHO Position: Q4 2021 in Review

Shakespeare Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 16,158 shares — an estimated $414K sold.

Shakespeare Wealth Management first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $414K in Q3 2021. 520 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Shakespeare Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Shakespeare Wealth Management sold 16,158 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $414K.
  • Shakespeare Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Shakespeare Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $414K in Q3 2021.
  • 520 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Shakespeare Wealth Management's 13F filing for Q4 2021, filed 10 Jan 2022.