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

SimplyRich’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
-8,400
Closed -$214K – 177
2021
Q3 		$214K Buy
+8,400
New +$215K 0.08% 167
2021
Q2 		– Sell
-8,400
Closed -$216K – 176
2021
Q1 		$216K Hold
8,400
– – 0.09% 162
2020
Q4 		$216K Hold
8,400
– – 0.1% 146
2020
Q3 		$216K Buy
+8,400
New +$217K 0.11% 135

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

SimplyRich's SCHO Position: Q4 2021 in Review

SimplyRich sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 8,400 shares — an estimated $214K sold.

SimplyRich first reported a position in SCHO in Q3 2020 and held it in 4 quarters. The position peaked at $216K in Q1 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • SimplyRich reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • SimplyRich sold 8,400 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $214K.
  • SimplyRich first reported a position in Schwab Short-Term US Treasury ETF in Q3 2020 and held it in 4 quarters.
  • SimplyRich's Schwab Short-Term US Treasury ETF position peaked at $216K in Q1 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on SimplyRich's 13F filing for Q4 2021, filed 7 Jan 2022.