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

Strategic Wealth 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
2021 Q4	$23.3M	Hold	914,836	–	–	11.5%	1
2021 Q3	$23.4M	Buy	914,836 +456,036	+99%	+$11.7M	12.17%	1
2021 Q2	$11.8M	Hold	458,800	–	–	6.34%	2
2021 Q1	$11.8M	Sell	458,800 -100,000	-18%	-$2.57M	7.06%	2
2020 Q4	$14.4M	Hold	558,800	–	–	8.82%	2
2020 Q3	$14.4M	Sell	558,800 -207,820	-27%	-$5.36M	10.75%	1
2020 Q2	$19.8M	Buy	+766,620	New	+$19.8M	18.32%	1

Other funds holding SCHO

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

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

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

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

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

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

Strategic Wealth Management's SCHO Position: Q4 2021 in Review

Strategic Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2021 at 914,836 shares worth $23.3M. The position accounts for 11.5% of the portfolio, ranked #1.

Strategic Wealth Management first reported a position in SCHO in Q2 2020 and has held it in 7 quarters since. The position peaked at $23.4M in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

Strategic Wealth Management held 914,836 shares of Schwab Short-Term US Treasury ETF worth $23.3M as of Q4 2021.
Strategic Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2021.
Schwab Short-Term US Treasury ETF made up 11.5% of Strategic Wealth Management's portfolio in Q4 2021, its #1 holding.
Strategic Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $23.4M in Q3 2021.
521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.