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

Silicon Hills 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 Q2	–	Sell	-9,796	Closed	-$243K	–	111
2022 Q1	$243K	Hold	9,796	–	–	0.16%	95
2021 Q4	$249K	Sell	9,796 -1,652	-14%	-$42.1K	0.15%	104
2021 Q3	$293K	Sell	11,448 -1,796	-14%	-$46K	0.2%	94
2021 Q2	$339K	Sell	13,244 -1,404	-10%	-$36K	0.26%	71
2021 Q1	$376K	Sell	14,648 -1,170	-7%	-$30K	0.34%	66
2020 Q4	$406K	Sell	15,818 -2,172	-12%	-$55.8K	0.37%	60
2020 Q3	$463K	Hold	17,990	–	–	0.48%	54
2020 Q2	$464K	Hold	17,990	–	–	0.56%	49
2020 Q1	$465K	Buy	17,990 +17,972	+99,844%	+$458K	0.61%	45
2019 Q4	$578	Buy	+18	New	+$455	0.44%	49

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

MIM

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

Silicon Hills Wealth Management's SCHO Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2022, closing a stake of 9,796 shares — an estimated $243K sold.

Silicon Hills Wealth Management first reported a position in SCHO in Q4 2019 and held it in 10 quarters. The position peaked at $465K in Q1 2020. 526 funds tracked by Wall St. Rank hold SCHO as of Q2 2022.

Silicon Hills Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 9,796 Schwab Short-Term US Treasury ETF shares in Q2 2022, an estimated $243K.
Silicon Hills Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 10 quarters.
Silicon Hills Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $465K in Q1 2020.
526 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.