Sonora Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sonora Investment 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
2021 Q3	$82K	Buy	+3,200	New	+$82K	0.01%	327
2020 Q3	–	Sell	-3,580	Closed	-$92K	–	1869
2020 Q2	$92K	Buy	+3,580	New	+$92.4K	0.01%	355

Other funds holding SCHO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sonora Investment Management's SCHO Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2021: 3,200 shares worth $82K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in SCHO as recently as Q2 2020.

Sonora Investment Management first reported a position in SCHO in Q2 2020 and has held it in 2 quarters since. The position peaked at $92K in Q2 2020. 484 funds tracked by Wall St. Rank hold SCHO as of Q3 2021.

Sonora Investment Management held 3,200 shares of Schwab Short-Term US Treasury ETF worth $82K as of Q3 2021.
Schwab Short-Term US Treasury ETF was a new Sonora Investment Management position in Q3 2021.
Schwab Short-Term US Treasury ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #327 holding.
Sonora Investment Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 2 quarters since.
Sonora Investment Management's Schwab Short-Term US Treasury ETF position peaked at $92K in Q2 2020.
484 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.