SSWM
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Smith Salley Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Smith Salley Wealth Management’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
-12,260
Closed -$316K – 218
2020
Q3 		$316K Hold
12,260
– – 0.04% 162
2020
Q2 		$316K Hold
12,260
– – 0.04% 157
2020
Q1 		$317K Hold
12,260
– – 0.05% 146
2019
Q4 		$309K Sell
12,260
-730
-6% -$18.4K 0.04% 165
2019
Q3 		$329K Sell
12,990
-3,980
-23% -$101K 0.05% 156
2019
Q2 		$429K Buy
+16,970
New +$426K 0.06% 132

Other funds holding SCHO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return