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

Slow Capital’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 Q4	–	Sell	-3,180	Closed	-$82K	–	260
2020 Q3	$82K	Buy	+3,180	New	+$82K	0.02%	180
2020 Q1	–	Sell	-33,914	Closed	-$856K	–	191
2019 Q4	$856K	Buy	33,914 +614	+2%	+$15.5K	0.26%	113
2019 Q3	$842K	Buy	33,300 +1,982	+6%	+$50.1K	0.3%	109
2019 Q2	$792K	Buy	31,318 +712	+2%	+$17.9K	0.33%	96
2019 Q1	$768K	Buy	30,606 +2,052	+7%	+$51.2K	0.31%	104
2018 Q4	$713K	Sell	28,554 -322	-1%	-$7.99K	0.34%	95
2018 Q3	$716K	Sell	28,876 -2,420	-8%	-$60.1K	0.32%	103
2018 Q2	$778K	Sell	31,296 -4,344	-12%	-$108K	0.39%	86
2018 Q1	$889K	Buy	35,640 +35,458	+19,482%	+$884K	0.4%	90
2017 Q4	$5K	Buy	+182	New	+$4.57K	﹤0.01%	181

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

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

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

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

Slow Capital's SCHO Position: Q4 2020 in Review

Slow Capital sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 3,180 shares — an estimated $82K sold.

Slow Capital first reported a position in SCHO in Q4 2017 and held it in 10 quarters. The position peaked at $889K in Q1 2018. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Slow Capital reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Slow Capital sold 3,180 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $82K.
Slow Capital first reported a position in Schwab Short-Term US Treasury ETF in Q4 2017 and held it in 10 quarters.
Slow Capital's Schwab Short-Term US Treasury ETF position peaked at $889K in Q1 2018.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.