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

SteelPeak Wealth’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
2022 Q1	–	Sell	-14,154	Closed	-$360K	–	478
2021 Q4	$360K	Sell	14,154 -13,376	-49%	-$341K	0.02%	305
2021 Q3	$705K	Sell	27,530 -3,490	-11%	-$89.4K	0.05%	205
2021 Q2	$794K	Sell	31,020 -7,476	-19%	-$192K	0.06%	197
2021 Q1	$988K	Buy	38,496 +2,962	+8%	+$76.1K	0.08%	164
2020 Q4	$913K	Sell	35,534 -11,140	-24%	-$286K	0.08%	168
2020 Q3	$1.2M	Buy	46,674 +9,450	+25%	+$244K	0.13%	117
2020 Q2	$961K	Buy	+37,224	New	+$961K	0.12%	121

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

SteelPeak Wealth's SCHO Position: Q1 2022 in Review

SteelPeak Wealth sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2022, closing a stake of 14,154 shares — an estimated $360K sold.

SteelPeak Wealth first reported a position in SCHO in Q2 2020 and held it in 7 quarters. The position peaked at $1.2M in Q3 2020. 496 funds tracked by Wall St. Rank hold SCHO as of Q1 2022.

SteelPeak Wealth reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 14,154 Schwab Short-Term US Treasury ETF shares in Q1 2022, an estimated $360K.
SteelPeak Wealth first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and held it in 7 quarters.
SteelPeak Wealth's Schwab Short-Term US Treasury ETF position peaked at $1.2M in Q3 2020.
496 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.