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

SOA Wealth Advisors’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
2023
Q4 		– Sell
-1,226
Closed -$29.4K – 944
2023
Q3 		$29.4K Buy
+1,226
New +$29.4K 0.01% 351

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SOA Wealth Advisors's SCHO Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 1,226 shares — an estimated $29.4K sold.

SOA Wealth Advisors first reported a position in SCHO in Q3 2023 and held it in 1 quarter. The position peaked at $29.4K in Q3 2023. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,226 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $29.4K.
  • SOA Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $29.4K in Q3 2023.
  • 598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.