Simon Quick Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Simon Quick Advisors’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 Q1	–	Sell	-58	Closed	-$2K	–	472
2020 Q4	$2K	Buy	+58	New	+$1.49K	﹤0.01%	417
2020 Q1	–	Sell	-8,916	Closed	-$225K	–	675
2019 Q4	$225K	Buy	8,916 +226	+3%	+$5.71K	0.08%	86
2019 Q3	$220K	Buy	8,690 +192	+2%	+$4.85K	0.1%	66
2019 Q2	$215K	Buy	8,498 +52	+0.6%	+$1.31K	0.11%	57
2019 Q1	$212K	Buy	8,446 +6,728	+392%	+$168K	0.09%	63
2018 Q4	$43K	Buy	1,718 +1,006	+141%	+$24.9K	0.02%	195
2018 Q3	$18K	Buy	712 +74	+12%	+$1.84K	0.01%	228
2018 Q2	$15K	Buy	638 +24	+4%	+$596	0.01%	250
2018 Q1	$15K	Buy	614 +2	+0.3%	+$50	0.01%	221
2017 Q4	$15K	Buy	612 +96	+19%	+$2.41K	0.01%	309
2017 Q3	$13K	Buy	516 +126	+32%	+$3.18K	﹤0.01%	403
2017 Q2	$10K	Buy	390 +62	+19%	+$1.56K	0.01%	236
2017 Q1	$8K	Buy	+328	New	+$8.27K	﹤0.01%	272

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FEG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Simon Quick Advisors's SCHO Position: Q1 2021 in Review

Simon Quick Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 58 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in SCHO in Q1 2017 and held it in 13 quarters. The position peaked at $225K in Q4 2019. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

Simon Quick Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 58 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $2K.
Simon Quick Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and held it in 13 quarters.
Simon Quick Advisors's Schwab Short-Term US Treasury ETF position peaked at $225K in Q4 2019.
485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.