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SimpliFi Inc’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

SimpliFi Inc’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
Q4 		– Sell
-15,082
Closed -$386K – 33
2021
Q3 		$386K Buy
15,082
+410
+3% +$10.5K 0.17% 19
2021
Q2 		$376K Buy
14,672
+16
+0.1% +$410 0.17% 20
2021
Q1 		$376K Buy
14,656
+550
+4% +$14.1K 0.18% 19
2020
Q4 		$362K Buy
14,106
+38
+0.3% +$977 0.17% 19
2020
Q3 		$362K Buy
14,068
+960
+7% +$24.7K 0.18% 18
2020
Q2 		$338K Sell
13,108
-416
-3% -$10.7K 0.18% 17
2020
Q1 		$350K Buy
13,524
+42
+0.3% +$1.07K 0.22% 17
2019
Q4 		$340K Buy
13,482
+94
+0.7% +$2.38K 0.19% 17
2019
Q3 		$339K Buy
13,388
+4,736
+55% +$120K 0.2% 17
2019
Q2 		$219K Buy
8,652
+54
+0.6% +$1.36K 0.13% 18
2019
Q1 		$216K Buy
8,598
+32
+0.4% +$799 0.14% 17
2018
Q4 		$214K Buy
8,566
+58
+0.7% +$1.44K 0.15% 16
2018
Q3 		$211K Buy
8,508
+40
+0.5% +$993 0.15% 17
2018
Q2 		$211K Buy
+8,468
New +$210K 0.17% 17

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SimpliFi Inc's SCHO Position: Q4 2021 in Review

SimpliFi Inc sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 15,082 shares — an estimated $386K sold.

SimpliFi Inc first reported a position in SCHO in Q2 2018 and held it in 14 quarters. The position peaked at $386K in Q3 2021. 520 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • SimpliFi Inc reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • SimpliFi Inc sold 15,082 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $386K.
  • SimpliFi Inc first reported a position in Schwab Short-Term US Treasury ETF in Q2 2018 and held it in 14 quarters.
  • SimpliFi Inc's Schwab Short-Term US Treasury ETF position peaked at $386K in Q3 2021.
  • 520 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on SimpliFi Inc's 13F filing for Q4 2021, filed 20 Jan 2022.