SPC
SCHO icon

Sigma Planning Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-14,310
Closed -$345K – 1349
2022
Q4 		$345K Buy
14,310
+796
+6% +$19.2K 0.01% 913
2022
Q3 		$326K Buy
+13,514
New +$331K 0.01% 917
2021
Q1 		– Sell
-10,618
Closed -$273K – 1395
2020
Q4 		$273K Buy
10,618
+902
+9% +$23.2K 0.01% 954
2020
Q3 		$250K Buy
9,716
+260
+3% +$6.7K 0.01% 860
2020
Q2 		$244K Buy
+9,456
New +$244K 0.01% 862
2018
Q4 		– Sell
-8,090
Closed -$201K – 957
2018
Q3 		$201K Buy
8,090
+10
+0.1% +$248 0.01% 883
2018
Q2 		$201K Buy
8,080
+8
+0.1% +$199 0.01% 827
2018
Q1 		$201K Buy
+8,072
New +$201K 0.01% 780

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return