StrategIQ Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

StrategIQ Financial Group’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	$5.76M	Buy	237,806 +69,800	+42%	+$1.68M	0.65%	37
2023 Q3	$4.02M	Buy	168,006 +70,928	+73%	+$1.7M	0.47%	51
2023 Q2	$2.33M	Buy	97,078 +86,320	+802%	+$2.09M	0.27%	81
2023 Q1	$262K	Buy	+10,758	New	+$261K	0.03%	252

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

StrategIQ Financial Group's SCHO Position: Q4 2023 in Review

StrategIQ Financial Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 42% in Q4 2023, buying an estimated $1.68M and bringing the position to 237,806 shares worth $5.76M. The position accounts for 0.65% of the portfolio, ranked #37.

StrategIQ Financial Group first reported a position in SCHO in Q1 2023 and has held it in 4 quarters since. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

StrategIQ Financial Group held 237,806 shares of Schwab Short-Term US Treasury ETF worth $5.76M as of Q4 2023.
StrategIQ Financial Group bought 69,800 Schwab Short-Term US Treasury ETF shares in Q4 2023, an estimated $1.68M.
Schwab Short-Term US Treasury ETF made up 0.65% of StrategIQ Financial Group's portfolio in Q4 2023, its #37 holding.
StrategIQ Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2023 and has held it in 4 quarters since.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.