Stonehearth Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Stonehearth Capital 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
2020 Q4	–	Sell	-33,124	Closed	-$853K	–	61
2020 Q3	$853K	Sell	33,124 -9,308	-22%	-$240K	0.57%	30
2020 Q2	$1.09M	Buy	42,432 +13,364	+46%	+$345K	0.73%	25
2020 Q1	$752K	Buy	+29,068	New	+$740K	0.61%	27

Other funds holding SCHO

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonehearth Capital Management's SCHO Position: Q4 2020 in Review

Stonehearth Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2020, closing a stake of 33,124 shares — an estimated $853K sold.

Stonehearth Capital Management first reported a position in SCHO in Q1 2020 and held it in 3 quarters. The position peaked at $1.09M in Q2 2020. 500 funds tracked by Wall St. Rank hold SCHO as of Q4 2020.

Stonehearth Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
Stonehearth Capital Management sold 33,124 Schwab Short-Term US Treasury ETF shares in Q4 2020, an estimated $853K.
Stonehearth Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and held it in 3 quarters.
Stonehearth Capital Management's Schwab Short-Term US Treasury ETF position peaked at $1.09M in Q2 2020.
500 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2020.

Based on Stonehearth Capital Management's 13F filing for Q4 2020, filed 21 Jan 2021.