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Steel Grove Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Steel Grove Capital 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
2021
Q2 		– Sell
-16,918
Closed -$434K – 144
2021
Q1 		$434K Hold
16,918
– – 0.14% 98
2020
Q4 		$435K Hold
16,918
– – 0.14% 93
2020
Q3 		$436K Hold
16,918
– – 0.18% 80
2020
Q2 		$437K Hold
16,918
– – 0.2% 81
2020
Q1 		$438K Hold
16,918
– – 0.29% 68
2019
Q4 		$427K Hold
16,918
– – 0.24% 90
2019
Q3 		$428K Hold
16,918
– – 0.25% 88
2019
Q2 		$428K Hold
16,918
– – 0.27% 83
2019
Q1 		$425K Hold
16,918
– – 0.28% 83
2018
Q4 		$422K Hold
16,918
– – 0.06% 213
2018
Q3 		$419K Hold
16,918
– – 0.06% 220
2018
Q2 		$421K Sell
16,918
-578
-3% -$14.4K 0.07% 205
2018
Q1 		$436K Hold
17,496
– – 0.07% 226
2017
Q4 		$438K Hold
17,496
– – 0.07% 211
2017
Q3 		$441K Hold
17,496
– – 0.08% 177
2017
Q2 		$441K Hold
17,496
– – 0.08% 185
2017
Q1 		$441K Buy
17,496
+6,392
+58% +$161K 0.08% 174
2016
Q4 		$280K Buy
11,104
+670
+6% +$16.9K 0.06% 201
2016
Q3 		$265K Buy
10,434
+78
+0.8% +$1.98K 0.06% 160
2016
Q2 		$264K Buy
10,356
+500
+5% +$12.7K 0.07% 148
2016
Q1 		$250K Hold
9,856
– – 0.06% 150
2015
Q4 		$249K Sell
9,856
-142
-1% -$3.59K 0.06% 169
2015
Q3 		$254K Sell
9,998
-2,174
-18% -$55.1K 0.06% 154
2015
Q2 		$309K Buy
+12,172
New +$309K 0.07% 127

Other funds holding SCHO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Steel Grove Capital Advisors's SCHO Position: Q2 2021 in Review

Steel Grove Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2021, closing a stake of 16,918 shares — an estimated $434K sold.

Steel Grove Capital Advisors first reported a position in SCHO in Q2 2015 and held it in 24 quarters. The position peaked at $441K in Q3 2017. 474 funds tracked by Wall St. Rank hold SCHO as of Q2 2021.

  • Steel Grove Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 16,918 Schwab Short-Term US Treasury ETF shares in Q2 2021, an estimated $434K.
  • Steel Grove Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q2 2015 and held it in 24 quarters.
  • Steel Grove Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $441K in Q3 2017.
  • 474 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2021.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.