Strategic Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Strategic Financial Partners’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
2023 Q4	–	Sell	-11,394	Closed	-$273K	–	74
2023 Q3	$273K	Hold	11,394	–	–	0.17%	58
2023 Q2	$274K	Hold	11,394	–	–	0.16%	62
2023 Q1	$278K	Hold	11,394	–	–	0.17%	60
2022 Q4	$275K	Hold	11,394	–	–	0.17%	58
2022 Q3	$275K	Sell	11,394 -600	-5%	-$14.7K	0.18%	50
2022 Q2	$295K	Sell	11,994 -272	-2%	-$6.71K	0.17%	49
2022 Q1	$304K	Hold	12,266	–	–	0.15%	54
2021 Q4	$312K	Hold	12,266	–	–	0.15%	56
2021 Q3	$314K	Sell	12,266 -4,066	-25%	-$104K	0.17%	55
2021 Q2	$418K	Sell	16,332 -9,518	-37%	-$244K	0.23%	47
2021 Q1	$663K	Buy	25,850 +2,148	+9%	+$55.2K	0.39%	35
2020 Q4	$609K	Sell	23,702 -41,162	-63%	-$1.06M	0.4%	37
2020 Q3	$1.67M	Sell	64,864 -74,206	-53%	-$1.91M	1.31%	17
2020 Q2	$3.59M	Sell	139,070 -251,186	-64%	-$6.49M	2.98%	12
2020 Q1	$10.1M	Buy	390,256 +214,552	+122%	+$5.46M	10.73%	2
2019 Q4	$4.43M	Buy	+175,704	New	+$4.44M	3.63%	8

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Strategic Financial Partners's SCHO Position: Q4 2023 in Review

Strategic Financial Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2023, closing a stake of 11,394 shares — an estimated $273K sold.

Strategic Financial Partners first reported a position in SCHO in Q4 2019 and held it in 16 quarters. The position peaked at $10.1M in Q1 2020. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Strategic Financial Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2023 after selling out during the quarter.
Strategic Financial Partners sold 11,394 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $273K.
Strategic Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 16 quarters.
Strategic Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $10.1M in Q1 2020.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on Strategic Financial Partners's 13F filing for Q4 2023, filed 10 Jul 2024.