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

Shelton 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
2022 Q3	–	Sell	-12,750	Closed	-$314K	–	63
2022 Q2	$314K	Sell	12,750 -256,008	-95%	-$6.31M	0.27%	48
2022 Q1	$6.66M	Sell	268,758 -15,884	-6%	-$399K	5.25%	8
2021 Q4	$7.24M	Buy	+284,642	New	+$7.26M	5.7%	8

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Shelton Wealth Management's SCHO Position: Q3 2022 in Review

Shelton Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 12,750 shares — an estimated $314K sold.

Shelton Wealth Management first reported a position in SCHO in Q4 2021 and held it in 3 quarters. The position peaked at $7.24M in Q4 2021. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

Shelton Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
Shelton Wealth Management sold 12,750 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $314K.
Shelton Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 3 quarters.
Shelton Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $7.24M in Q4 2021.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Shelton Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.