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

SkyOak Wealth’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
2020
Q2 		– Sell
-13,568
Closed -$351K – 254
2020
Q1 		$351K Buy
+13,568
New +$346K 0.18% 139

Other funds holding SCHO

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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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SkyOak Wealth's SCHO Position: Q2 2020 in Review

SkyOak Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2020, closing a stake of 13,568 shares — an estimated $351K sold.

SkyOak Wealth first reported a position in SCHO in Q1 2020 and held it in 1 quarter. The position peaked at $351K in Q1 2020. 464 funds tracked by Wall St. Rank hold SCHO as of Q2 2020.

  • SkyOak Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • SkyOak Wealth sold 13,568 Schwab Short-Term US Treasury ETF shares in Q2 2020, an estimated $351K.
  • SkyOak Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 1 quarter.
  • SkyOak Wealth's Schwab Short-Term US Treasury ETF position peaked at $351K in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.