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

Silverlake 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
-17,438
Closed -$429K – 214
2022
Q2 		$429K Sell
17,438
-882
-5% -$21.7K 0.28% 90
2022
Q1 		$454K Buy
+18,320
New +$460K 0.26% 98

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Silverlake Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2022, closing a stake of 17,438 shares — an estimated $429K sold.

Silverlake Wealth Management first reported a position in SCHO in Q1 2022 and held it in 2 quarters. The position peaked at $454K in Q1 2022. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

  • Silverlake Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 17,438 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $429K.
  • Silverlake Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2022 and held it in 2 quarters.
  • Silverlake Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $454K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

Based on Silverlake Wealth Management's 13F filing for Q3 2022, filed 6 Apr 2023.