SFS
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Sowell Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-12,162
Closed -$312K – 2315
2021
Q1 		$312K Buy
12,162
+432
+4% +$11.1K 0.01% 833
2020
Q4 		$301K Buy
11,730
+60
+0.5% +$1.54K 0.01% 695
2020
Q3 		$301K Buy
11,670
+78
+0.7% +$2.01K 0.02% 615
2020
Q2 		$299K Buy
11,592
+114
+1% +$2.94K 0.02% 602
2020
Q1 		$297K Sell
11,478
-3,004
-21% -$76.5K 0.02% 547
2019
Q4 		$366K Buy
14,482
+568
+4% +$14.4K 0.03% 537
2019
Q3 		$352K Buy
+13,914
New +$352K 0.03% 495
2019
Q1 		$1.34M Sell
53,520
-5,146
-9% -$129K 0.15% 151
2018
Q4 		$1.46M Buy
+58,666
New +$1.45M 0.21% 107

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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Franklin Resources
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FEG
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Charles Schwab
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return